How to Schedule a Membership Cancellation

This article will take you through; 

1. What is a scheduled membership cancellation? 
2. How to schedule a membership cancellation
3. How to schedule a restricted membership cancellation
4. Next steps and additional support 

What is a scheduled membership cancellation? 

When you schedule a membership cancellation you are simply letting the system know that a particular member on a ‘Recurring Membership', will be ending their membership on a set future date. Once that date is reached the Membership will automatically expire. 

This may be beneficial if you have a policy whereby you enforce a 30 or even 60-day notice before allowing a client to cancel their membership. Until now, you would have to do this manually by setting yourself a reminder to cancel 'x' days from the time a client came to you with a request to cancel. 

You can now schedule a cancellation, taking away the risk of forgetting and the effort of setting a reminder. Scheduling a cancellation was previously only available for Unlimited Memberships, with the latest update, this is now available on Restricted Memberships also. Another benefit to this feature is the ability to easily schedule a ‘Recurring Membership’ cancellation in order to assign a 'Consecutive Membership'. You might want to do this if your client wants to switch their current membership type to another one after their next billing period.

How to schedule an unlimited membership cancellation

In the event that you need to cancel a member’s membership, follow these steps;

1. Locate your member's profile from the 'Clients' list or use 'Global Search' to search for the individual member
2. Once you've located the member, click on their name
3. From their member profile, click on the 'Membership' tab
   
4. On the active membership, click the 'Actions' button
5. From the 'Actions' button drop-down menu, click the 'Cancel Membership' button
6. Choose a date for the membership to be canceled
7. Click 'Confirm membership cancellation'
8. If your member is on a Recurring Membership, you will be prompted to cancel their 'Membership' or their 'Membership and Subscription'. If your member is on a Single Membership, you will only be prompted to cancel their 'Membership' 

How to schedule a restricted membership cancellation

To schedule a cancellation on a restricted membership, you will follow the same steps as above for unlimited memberships, however, you will be prompted to enter a cancellation reason from the following:

• Price
• Moved away
• Medical
• Customer service
• Class schedule
• Membership upgrade/downgrade
• Lack of use

These reasons cannot be edited.

Note that the credit expiry will not be adjusted to match the new scheduled end date; this must be done manually. To do this, follow the below steps:

• Navigate to the Credits section of the Client panel.
• Click 'Edit' on the Credit Pack.
• Change the expiry date to match the date of the scheduled cancellation.
• Click 'Save'.

Next steps and additional support

Want advice on membership fees? Read the below blogs; 

• Understanding Gym Membership Prices
• Best Practice Guide to Using a Gym Payment System

For additional support, reach out to support@glofox.com, and we will be happy to assist you.