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Canceling a Client Retention Plan
Canceling a Client Retention Plan

Cancelling a Client Retention plan can be done from your Client Giant Dashboard.

Nate avatar
Written by Nate
Updated over a week ago

As we see a shift in market conditions, it is more critical than ever to stay in front of your people and show them you care even during times of uncertainty. A strong offense with client care is the one thing you CAN control in a down market. The winners who resurface are the ones who didn’t leave their clients.

We highly recommend continuing retention plans as a way keep the connections with your people deep and genuine.

Cancelling a Plan:

Cancelling a plan stops the Client Retention Plan and experience entirely. Choosing this option will turn off the auto-renew function and a prorated credit will be applied to your account available for use on other services.

To cancel a plan:
1. Click "MY PLANS" in the left column.
2. Click the client you wish to cancel.
3. Scroll to the bottom of the page and click "CANCEL".
4. To confirm, click "YES, CANCEL THIS PLAN."

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