Kavi Help CenterKavi® Members Help
| Chapter 85. Renew a Company Membership | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
Use the Renew a Company Membership tool when you want to renew a company's membership.
Some things to keep in mind:
The company probably wants to renew a current membership, but expired memberships may also be renewed.
The new membership type doesn't have to be the same as the old membership. The company may choose to renew at a different membership level.
You may opt to override the start date displayed for the new membership term if it isn't set properly. For example, if the prior membership expired a week ago and the default start date is set for the current date, you could set the start date to the date the other membership expired so the membership terms would be continuous.
If this is a moderated or fee-based membership, you may allow the membership to be sent through the normal membership renewal process or automatically approve the membership to bypass the moderation and billing steps. Bypassing the billing step merely allows the membership to enter the 'current' state on the start date, regardless of whether any bill for membership fees has been paid or not. It doesn't affect the bill or balance due.
The renewed membership will be added to the Kavi® Members database immediately. If the company's old membership had lapsed and the company and its users had been deactivated, company representatives should be able to access protected areas of the site as soon as the renewed membership becomes current. If the renewed membership isn't billed or moderated or you bypassed these steps, the company and its users will be automatically activated and have access to the site.
If you try to renew a membership and the type you want to review isn't available, it usually means that the membership was already renewed but is still in a pending state. Look at the memberships listed for this company to see if any are flagged as 'pending'.
Note
Membership information and links to manage memberships will be available if:
Membership is 'on' and configured for this site
This individual's or company's purpose is set to 'Member'
Search for a membership or set of memberships by setting any or all of the optional fields to refine the search criteria. To view all available memberships, leave the search fields set to the default values. If you set search criteria in more than one field, the results will only show memberships that match all search criteria.
Options:
- Company
Enter a full or partial value for the company name. The default is 'Any Company'.
- Membership Type
Set this value to search for a particular membership type. If set to the default value, 'Any Membership Type', the results will not be restricted by membership type.
- Membership State
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Set this value to search for a particular membership state. If set to the default value, 'Any Membership State', the results will not be restricted by membership state.
The membership state may be one of the following default values:
- Pending Bill Payment
Select this membership state to find memberships that are pending because the membership fee has not yet been paid. This option only applies to fee-based membership types on sites where Kavi® Billing is installed.
- Pending Moderation
Select this membership state to find memberships awaiting moderation. This option only applies to moderated membership types.
- Pending Start Date
Select this membership state to find approved memberships that are awaiting their start dates.
- Pending Prerequisites
Select this membership state to find memberships that are on hold due to pending prerequisites.
- Current
Select this setting if you want to find current memberships.
- Expired
Select this setting if you want only expired memberships to be displayed.
- Archived
Select this setting if you only want to view memberships that have been archived.
- Denied
Select this setting if you only want to see memberships that have been denied.
- Start Date
Set these fields to search for memberships by start date. Select whether you want to search for memberships where the start date occurs exactly on, before, or after the date you set.
- Expiration Date
Set these fields to search for memberships by expiration date. Select whether you want to search for memberships where the expiration date occurs exactly on, before, or after the date you set.
Review information about this company's most recent membership, including the membership type and term. Select the membership type for the renewed membership from a list of those that are available for renewal.
Options:
- Renew a Membership
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Review information about the membership selected for renewal.
- Member's Name
The name of the company whose membership is to be renewed.
- Existing Membership
The membership type and term of the preexisting membership.
- Available Memberships
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Select from the membership types available for renewal. You may optionally override the membership's start date.
- Membership Type
The name of the membership type.
- Fee
If Kavi® Billing is installed and this membership type has a fee, then the fee for this membership will be displayed in this field.
- Duration
The length of time that this membership lasts.
- Select
Click to select the type of membership this individual wants to renew. This may be the same as the old membership or not.
- Start Date
Use this option to manually override the start date that would otherwise be applied automatically as the membership is processed, or leave it blank to have the effective date automatically calculated once the membership renewal process is complete.
Use this page to preview and manage the membership renewal process. The membership may be sent through the normal membership renewal steps, or if this is a moderated or fee-based membership, you may elect to bypass these steps by automatically approving this membership. When you are satisfied with the results, click Save.
Options:
- Existing Membership
The name and term of the old membership.
- Membership Type
The name, start date and term of the renewed membership.
- Moderation
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These options will be displayed if this is a moderated membership type. Select whether you would like all selected memberships to be automatically approved or to go through the usual moderation process.
- Yes, automatically approve this member
Set this option if you would like to automatically approve all selected memberships at this time.
- No, put this member in the moderation queue
Set this option put all selected memberships through the usual moderation process.
- Billing
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If Kavi® Billing is installed and this is a fee-based membership type, the following default options may be presented, along with any other applicable payment methods specific to your site's configuration:
- 'Yes, issue a bill for this member to pay'
Select this option if you would like this membership to go through the regular billing process.
- 'No receipt needed. Add this member without issuing a bill.'
Select this option if you would like to skip the billing process.
You have just renewed this company's membership and the information is displayed for you to review. This membership is probably in a pending state, as indicated in the 'Membership State' field. If you would like to see whether automated email notification of this membership renewal is scheduled to be sent to this company's primary contact, see the Manage Email Schedule tool.
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| Chapter 84. Edit a Company Membership |  |
Chapter 86. Replace a Company Membership |