Memberships Overview

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Memberships connect customers to paid programs that can renew, expire, grant credit pools, provide member discounts, and support additional members.

Permission required

Viewing and editing memberships are separate CRM membership permissions. Selling a membership also requires Salespoint access.

Getting there

Open a customer in Customers & Contacts, then select the Memberships tab.
Or open Customers & Contacts > Memberships to review memberships across customers.

Place	Use it for
Customer profile > Memberships	Review and manage memberships for one customer
Customers & Contacts > Memberships	Review memberships across customers

The customer profile shows active and past memberships for that customer. The membership list can filter by credit pool, membership type, and status.

Status	Meaning
Active	The membership is currently in effect
Past Due	The membership is active but a renewal attempt has already occurred and needs attention
Terminated	The membership has ended

Recurring memberships show renewal or cancellation timing. One-time memberships show an expiration date or Never expires.

Select a membership to open Manage Membership. Available tabs can include:

Overview for plan, billing, renewal, cancellation, payment method, and plan changes.
Renewal History for recurring membership payments.
Discount History for member discount availability and use.
Credit History for credit pool grants and use.
Additional Members when the membership type allows more than one member.

Problem	What to check
Memberships tab is missing	Confirm CRM memberships permission and that ZynoSales membership features are enabled for your organization
Cannot edit a membership	Confirm membership edit access (view-only roles cannot change plans or renewals)
Member discount did not apply in Salespoint	Attach the customer to the sale and confirm the membership is Active—see Member Discounts
Credits are unavailable	Check Credit Pools balance and grant history on the membership