Allowing Members To Cancel

Setup Online Cancellations

Some members may ask about canceling their accounts. To allow members to cancel their memberships online you can:

1. Create a folder called "Cancelled" to hold accounts that have been cancelled.
2. Create a free membership level called "Cancel":
   1. Make sure "Allow signup for this membership from website" and "Allow these members to be listed in directory" are disabled.
   2. Under "Is this level paid or free?" select the option "This is a free membership level".
   3. Click "Save Settings" to save the settings.
   4. In the "Actions" tab under both "When member signs up online add to" and "When member renews online add to" enable the "Cancelled (folder)"
   5. Under "When member renews online remove from" enable all the folders where active members are kept (eg. the "Members" folder)
   6. Click "Save Actions & Close" to save your settings.
3. Click on the other membership levels and enable "Cancel" as an allowed downgrade from the membership levels.

Once setup, a member will be able to sign in on your website and downgrade to the "Cancel" level on the account manage page. When downgrading to the "Cancel" level, any existing automatic recurring billing will be cancelled, the member account will be placed in the "Cancelled" folder and removed from the active member folders Note that:

• No refunds are automatically issued. To refund a payment, an admin will need to go to the account, click on the payment in the Timeline and select "Refund".
• In order to retain the financial records/transactions associated with the account for reporting/accounting purposes, the account is not automatically deleted. You can review and delete those accounts accordingly once you no longer require those financial records/transactions.

Creating A Cancel Page

Create a cancellation page on your website and place the following shortcode or HTML snippet on the page:

• If you are using WordPress use the following shortcode:
  [mw open="downgrade/cancel"]
• If you are on Squarespace, Weebly or other HTML sites, obtain the HTML5 snippet for the "Membership Sign-Up Form" from the Help section. Then locate and replace the text "join" in the snippet with "downgrade/cancel".