Cancel a Client’s Membership
You can cancel a client’s membership on their membership details.
Use the “...” button on the Membership Details window to select Cancel
Cancellation Date
Immediately: Immediately cancels the client’s membership. An example of when this could be useful is when the client is requesting a refund, and their membership benefits need to go away immediately.
End of current period: Membership remains active throughout the end of the current period. An example for this is if the client doesn’t want to renew the membership but the membership should stay active for the remainder of the current period.
On a custom date: You can choose a future date at which the client's membership will be automatically canceled. This could be useful for minimum notice periods of 60 days, or minimum contracts.
Note: Remaining paid services will still be available for the client to use if they haven’t expired yet. An example here is if the client is requesting to get a refund for the current billing cycle, you will need to manually adjust the quantity of their current available services. To adjust this, read: Adjust the Quantities of Remaining Services on a Client’s Membership
