When a member leaves or takes a break, you have a few options: change their account type, make the account inactive, close it, or delete it. Here's what each one does so you can pick the right one for your club.
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Don't name an account type "Inactive"
An account type is a category your club creates, like Family, Single, or Sabbatical. Some clubs make one called "Inactive" for members taking a year off, but that gets mixed up with the inactive account setting below. Pick a name like Sabbatical, Skip a Year, or Gap Year instead.
Make an account inactive
An inactive account can't log in. All its information stays, but the member can't manage their membership until your board turns it back on.
Go to Membership > Accounts and open the account.
On the Details tab, uncheck Account active.
Save the account.
This is done one account at a time. To find inactive accounts later, use the Site access filter on Membership > Accounts.
Close an account
Closing is usually the best choice when someone leaves your club. Members on a closed account become former members: they can't log in and are excluded from email sync (such as Mailchimp), Member Mail contacts and campaign sends, push audiences, and automation targets. Their history (payments, visits, reservations) stays, so your records remain available.
Go to Membership > Accounts.
Click the ⋮ menu at the left of the account's row and choose Close.
Click Close account to confirm.
To close several at once, check the accounts and choose Bulk Actions > Close Accounts. Closed accounts move to the Closed account type and are hidden from the list. To see them, set the Show closed accounts filter to Yes.
Reopen a closed account
Open the closed account.
Change its Account type from Closed to another type.
Save the account.
The members are reactivated and their email profiles come back. Anyone who unsubscribed before the close stays unsubscribed. Bulk Actions > Change Account Type skips accounts moving into or out of Closed, so reopen those one at a time.
⚠️ Reopened accounts can get invoices again. Once members are reactivated, they're back in normal renewal and invoice emails. Check the account before you save.
Delete an account
Deleting removes the account and its members for good, and it can't be undone. It can also throw off past reports, like prior years' payments. Only use it for test accounts or accounts made by mistake.
Go to Membership > Accounts.
Click the ⋮ menu at the left of the account's row and choose Delete.
Confirm.
Quick comparison
Account type: a category you create. Don't call it "Inactive."
Inactive account: can't log in, information kept.
Closed account: former member, history kept, can be reopened.
Deleted account: gone for good.





