In this article, we'll explain 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
- The first reason entered during configuration will be shown as the default; however, you will still be able to choose any option from the list.
Membership Cancellation Reason Configuration
To add a membership cancellation reason:
- Navigate to Business Setup > Settings
- Under the Membership section, locate the "Activate Membership Cancellation Reasons setting Dropdown" and toggle to YES
- 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
- Click the "+Add" link to expose the field to add your reasons. Repeat this process for each of your cancellation reasons
- You can also delete reasons as you see fit by clicking the red "x"
- 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 here.
For more information, contact us at support@mytime.com.
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