Membership Cancellation Reasons

Modified on Tue, 24 Jun at 8:08 AM

Membership cancellation reasons help businesses track why clients choose to cancel their memberships. This feature allows you to create a list of standardized reasons that staff must select when processing a membership cancellation. It can provide valuable insights for improving retention strategies. In this article, we'll explain how to create and use membership cancellation reasons.


Things to know:

  • The ability to configure membership cancellation reasons is governed by the "Accessing Account Settings" access control setting.
  • For franchise businesses, cancellation reasons can be set at both the parent and child account levels:
    • If configured at the parent level, the reasons will automatically apply to all child accounts and will override any reasons previously set at the child level.
    • Once enabled, a cancellation reason must be selected before a membership can be canceled.
    • The first reason added will appear as the default selection, but staff can choose any reason from the list when canceling a membership.


Follow these steps to set up membership cancellation reasons:


  1. Navigate to Business Setup > Settings
  2. In the Membership section, locate the "Activate Membership Cancellation Reasons setting  and toggle to YES                                                                                                                                       Business-Settings__14_.png
  3. Once enabled, click the +Add link to begin adding cancellation reasons. These will appear as options in the drop-down menu when selecting a reason for cancellation.Business-Settings__15_.png
  4. Enter the reason in the provided field. To add additional reasons, click "+Add" once more and repeat the process                                                                                                                                     
  5. To delete a reason, click the red "x" next to it                                                    Business-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. Learn more about cancelling memberships here.

 

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

 

Related Articles:

Canceling Memberships

Membership Cancellations Report

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