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Adding a bolt-on to an existing customer
Adding a bolt-on to an existing customer
Updated over 2 years ago

Firstly go to the members profile you would like to have bolt-ons

Click on the membership tab

Click edit on the active plan

See the start date and payment date (you may want to note this down)

Now click ‘add new membership’

Select the plan they are on

Change the start date to when they started the previous plan

Change collection day to immediate

Change earliest payment date to the next payment date. Such as 01/07/2022

Select the bolt-ons

Click go

Then click the payment method and it will have added the bolt-on correctly.

You can then cancel the plan which does not have the bolt-ons attached.

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