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
- Disabling a Membership's Auto-Renewal
- Scheduling the Deactivation of a Client Profile
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:
- Go to Wodify Core - People - Clients
- Select the appropriate Client
- On the Memberships & Payments tab click on the membership(s) you will be cancelling
- Click Deactivate in the top right corner of the page
- Select the cancellation date and optionally toggle on the option to deactivate the Client profile on the same day.
- 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:
- Go to Wodify Core - People - Clients
- Select the Client Name
- On the Membership & Payments tab - within the Membership(s) section
- Click on the active membership
- Click on the Actions drop-down menu - Click Stop Auto-Renew
- 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:
- Go to Wodify Core - People - Clients
- Select the Client Name
- On the Membership & Payments tab - within the Membership(s) section
- Click on the active membership
- Click on the Deactivate button
- Click Deactivate
Note: If the stop auto-renewal date is edited, the deactivation date will automatically adjust to the new date.
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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).
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