How Do I Cancel a Membership?

1.   Quick Functions -> Memberships.  Enter the member's last name and Search.
   
2.   Hover over 'Membership Actions' and click the box to 'Cancel'.
3.   The Cancel Date defaults with the Current Date.  Use the current date for an immediate cancellation.  For a cancellation in the future, enter the future date.
4.    Clear Open Balance, YES/NO:  If there is an open balance and the member is still obligated to pay, leave the setting 'No'. If there is no obligation, select 'Yes'.                  
5. Reason:  You can specify a reason for the cancellation such as 'Moving' or 'No Time'.  These reasons will populate on your Membership Cancel report for a better understanding of your churn.  Add new reasons by selecting <Add New> from the Reason drop down menu.  The new reasons you add will populate for all memberships going forward.
6.  Notes:  Enter any notes you like.  Notes are mandatory. We suggest the Admin's initials.
   
7.  Cancel Membership.

**If there is a service package attached to the membership, it will display immediately after the membership cancellation.  Process the package cancellation also.

**After you submit the service cancellation, you can send the member a cancellation email.