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How to cancel a client's account or trial
How to cancel a client's account or trial

The steps to cancel a client's trial or account

Bethan Roles avatar
Written by Bethan Roles
Updated over a week ago

If you're a Breathe Partner and need to cancel a client's account or trial, follow these steps:

Step 2: Verify if you're the admin of the account

Navigate to your dashboard > click the arrow under actions > go to users.

If "yes" is listed next to your name under "Account admin user," proceed to step 4. If not, proceed to step 3.

Step 3: If you're not the admin, assign yourself as the admin

Step 4: Return to your dashboard and click the person icon under actions to access the client account.

Step 5: Go to configure > Plan and billing > Cancel plan

Step 6: Type in the client's account name and cancel

Please note: Once you've cancelled the account, all client data will be permanently erased and cannot be retrieved. If you need to export the data, refer to the article below:

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