Members can request to cancel specific plans through the Member Portal. This article outlines the steps for effectively enabling and processing membership cancellations.
How to allow members to cancel a membership?
To allow members to cancel their memberships:
Go to Billing > Products > Plans.
Click the cogwheel icon next to the plan you want to enable cancellation for and select Edit.
Open the Member Apps tab and select Allow Cancellation.
Click Update.
How can members cancel memberships?
When cancellation is enabled, members can cancel their memberships through the Member Portal:
In the Members Portal, go to the Membership page.
Next to any membership that can be canceled, click Request Cancellation.
Click Confirm to finalize the cancellation process.
Once completed, the membership status will update to "Cancellation" in both the Member Portal and the Admin Portal.
What happens when a member gives notice?
When a member submits a cancellation request, the following steps occur:
Admin notification: An email is sent to the admin with a link to the member's profile. Emails can be location-specific.
Review and process the request
Open the email and click the profile link.
Open the member's profile to review the request.
Approve or deny the request
To deny, select Discard, then click Update.
To approve, set the End Date of the membership and click Update.
Note: The member does not provide a cancellation date. You will need to contact them to finalize the details.