Here are the steps to set up the Online Membership Cancellation:
Go to Tools -> System Settings -> Member Portal Settings -> Allow Request to Cancel Membership.
Enable this setting.
Enter the minimum days allowed to cancel.
Select the cancel reasons they can use.
This is a screenshot from our test database showing the new settings.
Enable this setting.
Enter the minimum days allowed to cancel.
Select the cancel reasons they can use.
This is a screenshot from our test database showing the new settings.
The Member logs into the Member Portal.
Click into the My Info tile.
Click the Membership link.
They will find the Cancellation link there. Select the Cancel Date and Cancel Reason.
They will get an email that lets them know their cancellation request is being approved.
The cancellation will show up in your Alert Center on the Home Screen.
This takes you to a screen where you can Approve the cancellation and process it.
The member will get an email when the membership is cancelled.
Click into the My Info tile.
Click the Membership link.
They will find the Cancellation link there. Select the Cancel Date and Cancel Reason.
They will get an email that lets them know their cancellation request is being approved.
The cancellation will show up in your Alert Center on the Home Screen.
This takes you to a screen where you can Approve the cancellation and process it.
The member will get an email when the membership is cancelled.
**Minimum Days to Cancel from Today ________
If you enter 3, for example, the first day they can request their membership be cancelled would be Monday. If you enter 30 days, the first day they could cancel is 5/12/2025. All the days before the minimum day will be greyed out and not selectable.
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