Resignation and reactivation of a member

Menu Contacts5 min read

When a member leaves the club, record their resignation rather than deleting their record: they become a former member, and their record, history and invoices stay in GestiClub. If they come back, you just reactivate them.

The row buttons

Record resignation, Delete and Reactivate member buttons
  1. Record resignationon an active member's row: records that they leave the club.
  2. Deleteon the row of a former member, a company or a family: deletes the record permanently.
  3. Reactivate memberon a former member's row: they become an active member again.

On your own row, Record resignation and Delete are greyed out: you cannot remove yourself from the club. Ask another administrator.

Recording a resignation

  1. On the member's row, click Record resignation.
  2. Read the summary in the Record resignation window.
  3. Click Record resignation. The message "Resignation recorded." confirms it.
The "Record resignation" window
  1. The summarywhat the resignation changes for the member.
  2. Record resignationapplies the resignation straight away. No date is asked: the exit date is today. For a departure on another date, see "Entering an exit date on the record" below.

After the resignation:

  • the member's status becomes Former member, and their Club exit date is today;
  • they are removed from all their groups and all the distribution lists;
  • their subscriptions are deleted: they no longer appear on the next invoices;
  • they lose their role and their access to GestiClub. Their parents' access is closed too, unless they are active members themselves or manage the profile of another active member.

Their record, family, history and invoices are kept.

GestiClub then sends the member an email:

  • if they have open invoices, an account statement, with a copy to the people who hold the functions chosen in Settings › Notifications, under Billing notifications;
  • otherwise, a confirmation email, if the Send a resignation notification to the member box is ticked in Settings › General settings, Resignation section.

To change only the status of a member who stays in the club, edit the Member status field in the Club data tab of their record.

Entering an exit date on the record

When a member announces they will leave on a given date, at the end of the year for example, enter that date in the Club exit date field of the Club data tab of their record. An exit date amounts to a resignation: when you save, the Exit date window reminds you of it. Click Confirm to save, or Cancel to go back to the record without saving anything.

  • Today or a past date: the resignation applies as soon as you save, with the same effects as Record resignation (see above), and the date entered becomes their exit date. No email is sent.
  • A future date: the date is saved and the member stays active until that day. That night, GestiClub applies the resignation and sends the same emails as Record resignation: if they have open invoices, the account statement, with its copy to the recipients of the Billing notifications; otherwise, the resignation confirmation, if your club has turned it on.

The exit date cannot come before the Club entry date. A member reactivated after leaving is not affected: their reactivation date takes precedence.

Reactivating a member

  1. Click the Former members predefined filter.
  2. On the member's row, click Reactivate member.
  3. Click Reactivate. The message "Member reactivated." confirms it.
The "Reactivate member" window

The member becomes an active member again from today:

  • they receive the Default member status chosen in Settings › General settings, or Active member if this setting is empty;
  • their reactivation date is today. Their club entry date does not change;
  • if they no longer have a role, they receive the Default role for new members.

Their groups, distribution lists and subscriptions do not come back: open their record with the pencil to assign them again.

Deleting a record permanently

Deletion erases the record for good. Keep it for records created by mistake and for former members the club no longer needs.

  1. On the row, click Delete.
  2. Click Delete permanently.
The "Delete permanently" window

GestiClub refuses to delete:

  • a former member or a company that still has open invoices;
  • a family to which an invoice is attached, even paid.

The paid invoices of a deleted former member or company stay in invoicing, under their name. Deleting a family does not delete its members. With a former member, their links with their parents disappear too, and so do the parents who have no other link with the club.