Change Membership Status

Change a membership status when a member’s enrolment changes.

Understand membership statuses

Membership statuses are defined by your school. Each status is marked as either active or inactive.

This means you can create status names that fit your process, such as:

• Active
• On Hold
• Trial
• Withdrawn

Change a membership status

1. Open the member from the Members list.
2. Click Memberships.
3. Open the membership you want to update.
4. Click Edit.
5. Choose the new Status.
6. Review any other membership fields.
7. Click Save.

Note

Kanri uses the active or inactive setting on the status itself. The status name alone does not decide whether the membership is active.

When to change status

Change status when you need to reflect a real enrolment change, such as:

1. a student becoming active
2. a student going on hold
3. a student returning after a break
4. a student leaving the program

Next steps

End a membership with an inactive status Close a membership when training ends.

Review memberships overview Manage enrolments, status, and level changes.

Check membership reports Review current and past enrolments.

Compare with subscriptions Manage billing records for this member.