How to Cancel a Membership

This guide shows how to cancel a membership contract.

*Screens and layouts may vary depending on the user settings and device compatibility.

Select Clients. Search for the client who wants to cancel their membership. Select the client name.

Click on Membership tab.

If the membership you are canceling is not the current active membership, then click on the filter toggle (1) and change the drop down (2) to one of the options to locate the Membership you wish to cancel.

*** It is recommended to use the filter toggle to make sure the next term of the contract hasn't already auto-renewed and is pending to go live when canceling the current term as you may need to cancel the pending term instead.

Once you have found the Membership term you want to cancel click on the Pencil to edit the Contract.

Click on Cancel Contract.

1 - Set Cancellation Date.

• The Date must be within the Membership active time.
• If you choose the date the Membership started the invoice for this Membership will be automatically reverse to be able to action a refund.

2 - Enter any Remarks about the cancellation.

3 - Choose Cancel Reason.

• Voluntary Cancel: Client is willingly canceling their contract.
• Upgrade: Client wishes to select a membership with additional benefits or a longer duration.
• Downgrade: Client wishes to select a membership with fewer benefits or for a shorter duration.
• Administrative Error: Membership contract was entered in error and the client is not truly canceling their membership. This method is used to remove the cancel from your membership reporting.
• Other Modification: Used for a cancel that does not fit in one of the above options.

4 - Click on Cancel.

*** Please note that once a contract has been canceled the process cannot be reversed internally. You will need to either sell a new membership contract or contact Support to undo the cancellation.

The status of the membership will appear as canceled along with the remarks.