Steps to Cancel
Navigate to the profile of the member whose membership you wish to cancel.
Select the Memberships tab to view all active and inactive memberships associated with the member.
Locate the relevant membership card, click the meatball menu button (three dots) in the top-right corner, and select Cancel membership.
Note: The "Cancel membership" option may not appear if the membership is already cancelled or has a predefined end date (e.g., a campaign scheduled to convert after a specific date).
Understanding the Cancellation Dialog
Upon selecting "Cancel membership," a modal dialog will open presenting several configuration options:
Valid to date: Specifies the final active date of the membership. By default, this is populated with the end date of the current billing cycle (i.e., the day before the next scheduled renewal).
Cancellation reason: A dropdown menu to select and log the reason for cancellation. (Note: This option only appears if cancellation reasons have been configured in system settings beforehand.)
Prorate current membership period: Enables automatic calculation and credit of the remaining unused membership value to the member’s balance, calculated from the current period price and remaining days until renewal.
Send confirmation email: Controls whether an automated cancellation notification email is dispatched to the member upon submission.
After Cancellation
Once the cancellation form is submitted, the system automatically updates the membership record:
The membership status will change to Cancelled or Active (Cancelled), reflecting its pending expiration status.
The specified "Valid to" date will display prominently on the membership info card.
If proration was selected, the calculated credit amount will immediately apply to the member's credit balance.
Important Note
Pro-Tip: If you edit an existing cancellation on a previously cancelled membership, the prorated credit amount on the member's balance will not automatically update. Any required balance adjustments must be calculated and manually updated on the member's account.