It is important to understand the differences between Deleting and Cancelling a Membership Plan before proceeding to action.
⚠️ Deleting membership plans cannot be undone, so we recommend only cancelling the plan unless there is an explicit reason for deleting it.
What the difference is between Cancelling and Deleting a membership plan?
Cancelling will stop the plan but keep a record of it on the system, this option will 'preserve' the historic data
Deleting will remove the membership completely. Use this option when you wish to 'reset' the membership if for example it was created in error/renewed unwantedly, automatically.
Deleting a membership after a renewal will delete anything associated to that years membership i.e. it will retain the previous years data just not the new year.
Cancelling or Deleting a membership plan will not automatically remove any future or pending payments. Steps on how to do this are included below.
How do I Cancel a Membership Plan?
To cancel a plan, go to the contact record for the member in question and go to the Membership Plans tab. From there, find the card with the membership plan to cancel and click on the Cancel button on the card.
This will cancel the membership plan and the card will have an orange border around it to show that the plan is now cancelled.
How do I Delete a Membership Plan?
To delete a plan, you will first need to cancel the membership plan by following the steps above. With the membership plan cancelled, a Delete button will now be visible in the options. Click on this to immediately delete the plan.
How do I remove future or pending Membership Payments?
If the membership plan has been paid via direct debit or has any future payments you must first remove these payments before cancelling or deleting a membership plan. To do this, go to the contact record for the member in question and go to the Membership Plans tab. From there, find the card with the membership plan you wish to remove future payments for and click on the Delete future payments button.
Once the future payments have been removed, you can safely cancel or delete the membership plan.
The system will not cancel existing Stripe or GoCardless subscriptions automatically (the terms of membership for some clients may require continued payment after cancellation).