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How to manage membership renewals

Learn how to configure renewal settings, link them to membership tickets, and manage renewals, cancellations, and failed payments from the back office.

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How membership renewal works

Memberships in Smeetz can renew automatically. When a membership expires, the system attempts to charge the customer's saved payment method and generates a new order for the renewed period.

To enable renewals, you need to do two things: create a renewal setting, then link it to the relevant membership ticket.


Set up renewal settings

Renewal settings define the membership duration, when reminder emails are sent, and how the system handles failed payments.

How to access: app.smeetz.com > Account settings > Membership renewal settings

  1. Click Create renewal setting.

  2. Fill in the following fields:

  • Name – a label to identify this configuration (useful if you manage multiple renewal settings).

  • Membership duration – choose the unit (Days, Weeks, Months, or Years) and enter the numeric value. This defines how long the membership lasts before it renews.

  • Dunning period before cancellation – the number of days after expiration during which the system keeps retrying the payment before cancelling the membership. You can also choose whether the membership stays active or is paused during this period.

  • Renewal reminder days – how many days before expiration reminder emails are sent to the customer. Enter multiple values separated by commas (e.g. 1, 3, 5).

  • Payment reminder days – how many days after expiration payment reminder emails are sent if the renewal has not been paid. Enter multiple values separated by commas.

  1. Click Save.


Link a membership ticket to a renewal setting

Once a renewal setting exists, attach it to the relevant membership ticket to activate automatic renewals.

How to access: app.smeetz.com > Activity > Tickets

  1. Select the membership ticket you want to configure.

  2. Scroll to the Membership renewal section.

  3. Select the renewal setting from the dropdown.

  4. Click Save. The renewal setting now appears on the ticket.


Manage your memberships

You can view all memberships and take action on them directly from the back office.

How to access: app.smeetz.com > Orders > Memberships

From this list, you can perform the following actions on any membership:

  • View renewals – each renewal creates a new order linked to the membership. The ticket expiry date matches the next payment due date. Previous orders have their tickets cancelled and are marked as "old".

  • Cancel and refund – cancel a membership and issue a refund between 0% and 100% of the original sale value. Cancelling the most recent renewal cancels the membership entirely. Cancelling an older renewal order only refunds that order and does not affect the active membership.

  • Cancel renewability – stops all future automatic renewals. The membership stays valid until the next payment due date, then expires without renewing. The renewable status changes to OFF.

  • Request payment info update – sends the customer an email asking them to update their payment method. Use this when a payment has failed or the customer wants to change their card details.

The email sent depends on the membership status at the time of the request:

  • Before expiration – the customer receives a zero-value payment request. Completing it saves their new payment method for future renewals without charging them.

  • After expiration – the customer receives a payment request for the full membership value. Completing it reactivates the membership immediately.


Handle failed payments

If a customer's renewal payment fails, their membership appears in the membership list with a failed payment status. You can use the Request payment info update action to prompt them to provide a new payment method.

If payment is not recovered within the dunning period you configured, the membership will be automatically cancelled.


  • How to create a membership ticket

  • How to manage orders

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