F109: Cancelling a Member

April Fisk -

Covers member cancellation, financial cancellation options, reasons, notes, dates, and verifying a future-set cancellation.

  1. Starting the Cancellation Process
  2. Financial Cancellation Options
  3. Reason, Notes, and Date
  4. Verifying a Future Cancellation Date

Starting the Cancellation Process

  1. Click Customers > Search, then enter the member's name. This takes you to their member record.
  2. Click the Terminate Member button in the Relate Bar:

Financial Cancellation Options
You will be asked if the member is cancelling one of three ways:

  1. Cancel without exchanging money: This is the most common option, and is selected by default; just click Continue.
  2. Member is buying out for cancel: This means the member owes you money. The system will help you with a buy-out calculator, and automatically take you to the Point of Sale system to record the payment.
  3. Issue a refund and cancel: This option is used when the member is due a refund as part of their cancellation. The system will help you with a refund calculator, and automatically take you to the Refund section to process the amount due to the customer.

Reason, Notes, and Date
You will next be asked for a reason, notes, and a date:

  1. Reason: Select from the drop-down list of choices. It will help you track the reasons members cancel.
  2. Note: Optional, but highly helpful and useful.
  3. Effective Date: May be set as today's date, or a date in the future.

Verifying a Future Cancellation Date
To verify a member's future-set cancellation date, follow these steps:

  1. Click Customers > Search, then enter a member's name. This takes you to their member record.
  2. Click on the link OK under Current Status, as shown below:

  1. The Status History will verify that a future cancellation date has been set:

  1. The Single membership has a status of OK, scheduled to end on 15-Feb-2012.
  2. The Single membership also has a status of Terminated, set to begin on 15-Feb-2012. This line is highlighted in blue, indicating it is a Future Status Change.
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