End one of the patients' memberships, selecting today's date as the end date. Learn how to end a patient's membership here.
Add that patient to the other patient's membership. Follow these steps:
Search for and select the patient that holds the active membership to open their patient record.
Click 'Edit' on this patient's 'Memberships & Packages' card.
Under the 'Members' section, click '+Add Adult' or '+Add Child'. A search bar will appear: search for and select the dependent's name.
The dependent will be added to the membership, and their start date will default to the membership's next bill date. To change their start date to today's date, follow these steps:
Find the dependent's name under 'Members'
Click 'Change Date' next to their membership start date
Select today's date
Scroll to the bottom of the page and click 'Update' to save your changes
The system will begin billing for the dependent as of the membership's next bill date. If the patients' separate memberships had different billing dates originally, you may need to align these dates, which could mean creating a one-off prorated membership invoice or prorating their next membership invoice.
Note: If you choose to prorate the next membership invoice, you can issue this invoice in advance by clicking 'Invoice Now' in the 'Bills Overview' section of the membership:
Then, proceed to make your changes to the issued invoice.