Scheduling a Membership Cancellation

Follow

Wodify Banner All.png

To help automate your cancellation process, Admins and Managers can preschedule a cancellation, turn off a membership's auto-renewal,  and (optionally) deactivate a client's profile at the same time. This article will walk you through the steps to turning off auto-renew on a membership and setting up a future deactivation for your client.

 

In this article, we will cover:

 

Scheduling a Membership Cancellation

You can select a custom end date for cancelling a Membership and Client profile, so the membership ends on any date you select.

 

Please note: this will not result in the proration of any future invoices or a refund of a previously paid invoice.

To Schedule a Deactivation: 

  1. Go to Wodify Core - People - Clients 
  2.  Select the appropriate Client 
  3. On the Memberships & Payments tab click on the membership(s) you will be cancelling
  4. Click Deactivate in the top right corner of the page
  5. Select the cancellation date and optionally toggle on the option to deactivate the Client profile on the same day.
  6. Additionally, you can generate the Client's next membership first to manually prorate the final payment before scheduling a cancellation.

 

 

Disabling a Membership's Auto-Renewal

To end a membership on its next renewal date, we recommend disabling auto-renew.

To Disable the Membership Auto-Renewal: 

  1. Go to Wodify Core - People - Clients
  2. Select the Client Name
  3. On the Membership & Payments tab - within the Membership(s) section
  4. Click on the active membership
  5. Click on the Actions drop-down menu - Click Stop Auto-Renew
  6. Click Save

 

Scheduling the Deactivation of a Client Profile 

When you are stopping the membership auto-renewal or scheduling a future cancellation, you can also set the client's profile to be deactivated. This will remove the client's access at midnight.


To Schedule the Deactivation Date for a Client:

  1. Go to Wodify Core - People - Clients
  2. Select the Client Name
  3. On the Membership & Payments tab - within the Membership(s) section
  4. Click on the active membership
  5. Click on the Deactivate button
  6. Click Deactivate



Note: If the stop auto-renewal date is edited, the deactivation date will automatically adjust to the new date.

 

____________________

More Information:

Tip: Wodify Blueprint Course: Create your Memberships

If you need any additional assistance with Scheduling a Membership Cancellation, feel free to reach out to us at support@wodify.com or via Priority Live Chat in your admin account (Grow and Promote only).

Comments

Check the current status of our products

View status