Welcome to the Help Center

Membership Cancellation Reasons

Membership cancellation reasons can be enforced through MyTime. In this article, we'll go through how to create and use membership cancellation reasons.

Things to know:

  • For franchise businesses, membership cancellation reasons can be configured either at the parent or child level.
  • When configured at the parent level, the reasons added at this level will automatically be reflected and override any previously added reasons at the child level.
  • Once membership cancellation reasons are enabled, memberships cannot be canceled without selecting a reason.

Configuration

To add a membership cancellation reason:

  1. Navigate to Business Setup > Settings
  2. Under the Membership section, locate the "Activate Membership Cancellation Reasons setting Dropdown" and toggle to YES                      Business-Settings__14_.png
  3. Once enabled, you will be able to add your cancellation reasons by using the +Add link. These will be the drop-down menu options for providing a reason for cancellation    Business-Settings__15_.png
  4. Click the "+Add" link to expose the field to add your reasons. Repeat this process for each of your cancellation reasons                                   
  5. You can also delete reasons as you see fit by clicking the red "xBusiness-Settings__16_.png               
  6. After you've added your reasons, scroll to the bottom of the page and click Save

Once you have saved your cancellation reasons, your staff members will be prompted to select a reason when canceling memberships. The first reason entered in settings will be the one shown as default; however, you will be able to choose an option from the list. 

Cancelling a Membership

  1. Navigate to the Clients tab
  2. Search for the desired client's profile
  3. Open the client's profile that you want to view
  4. Scroll down to the Memberships section  
  5. Expand the arrow on the right next to the membership status Client-Records-MyTime__22_.png
  6. Upon opening the "Edit Membership" modal, locate and click on the "Cancel Membership" option situated at the bottom left-hand corner                          Client-Records-MyTime__23_.png                                                         
  7. Select the cancellation date (current date or future date) and the cancellation reason from the dropdown menu                                                  image-png-1024_768-.png
  8. Confirm by selecting "Cancel Membership"

For more information, contact us at support@mytime.com.

 

Related Article:

Membership Cancellations Report

Powered by Zendesk