Renewing a membership

When to renew

Renew when a student's membership period is ending or has ended. The Fees page surfaces exactly who needs it:

• Expiring filter — ending within 7 days (renew before they lapse)
• Renewal filter — latest membership already expired
• Unpaid filter — expired but still attending classes

Every row in these filters has a Renew button. You can also renew from the student's profile.

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The renewal form

Select Plan (required) — your active membership plans with prices. Picking one auto-fills the amount and calculates the end date from the plan's duration.

Membership Period — the start date is smartly pre-filled to the day after their last membership ended, so there are no gaps or overlaps in their history. Both dates are editable.

Payment:

• Total amount — pre-filled from the plan, editable (adjust for a custom deal)
• Paying now — defaults to the full amount; lower it for a partial payment
• Pay later toggle — collect nothing today; the fee is created as Pending
• Payment mode — Cash, UPI, Card, Bank Transfer, or Other
• Payment date — defaults to today
• Balance payment date — appears automatically when there is a balance or Pay later is on; the student's commitment date for the rest

Notes — optional remarks.

A live Summary card shows plan, period, amount, paying, balance, and mode before you confirm.

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Save

Click Save & Record Payment. A new fee record is created with the right status (Paid, Partial, or Pending), and you are redirected to the student's profile. The renewed membership now drives their Expiring/Renewal state going forward.

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Tip

Renew before expiry using the Expiring filter — students who lapse for weeks are far harder to bring back than students reminded three days early.

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Need help?

Email hello@studiopartner.app