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Online Membership Termination

Click-to-Cancel

Updated this week

In response to the FTC's ruling, members are able to initiate the termination of their memership online from their online account.

Member Workflow

Members can access the membership termination feature via their online account by selecting the Cancel Membership option from the Manage Membership dropdown. Members will follow the same cancellation process that staff use, including:

  • Choosing the Termination Reason

  • Choose termination date (limited based on settings)

  • Confirming membership cancellation

Members also have the ability to easily remove the termination if they decide not to cancel their membership.

Organization Controls and Settings

Allow Member Initiated Terminations

To enable the feature, staff with the necessary user permissions can modify the related setting under the Association > Settings > Membership > Allow Member Initiated Termination section.

The dropdown menu offers the following options:

  • No (default)

  • Yes

  • Allow with $0.00 balance

Default Termination Date

With the necessary user permissions, staff members can set the default termination date by navigating to Branches > All Branches and selecting the relevant branch.


NOTE: The default termination date applies to all terminations, whether initiated by staff or online by members.

Termination Reasons

Organizations can also control which termination reasons are displayed in the dropdown menu for staff vs. online for members. These fields can be accessed from the main navigation menu under Association > Settings > Membership section.

Organizations can also add a custom message to display for online membership terminations if a member on the unit is registered for a program that takes place after the termination date.

Reporting

Member initiated cancellations will reflect on reports and unit logs to allow for more accurate tracking of membership terminations. On the Terminated Units reports, staff can use the Terminated By filter to find member cancellations. The Scheduled Termination Dates report is also being updated to account for member cancellations.

To account for membership cancellations for members enrolled in an ongoing or upcoming program, staff can use the new Unit Changes Affecting Price report in cases where pricing adjustments may be necessary.

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