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Cancel a Membership

Use cancellation when the member is ending the membership, not taking a temporary break. If they may return, consider a pause first.

1. Open the Member's Membership Tab

Go to Users, open the member, then select Membership.

Member memberships panel showing active memberships with View Invoices, Pause, and Cancel Membership actions

2. Find the Membership

Expand the membership that should end. Check that you are working on the correct PT or class membership.

3. Click Cancel Membership

Click Cancel Membership on the active membership.

4. Choose the Cancellation Handling

Pick the option that matches the conversation with the member.

Cancel Membership modal showing the latest coverage invoice, pending invoices requested for deletion, cancellation summary, affected sessions, and refund option

Common decisions include:

  • Cancel immediately
  • Honor the current paid period
  • Preserve already booked sessions
  • Calculate a refund from unused credits

The exact options depend on the membership and billing state.

For fixed-weekly memberships, review the pending invoices and effective coverage dates carefully. The preview is where staff can see whether future invoices will be deleted, whether any booked sessions stay active, and whether a boundary weekly credit bucket needs to be adjusted to match the cancellation date.

5. Review the Result

After cancellation, check:

  • Membership status
  • Remaining or removed future invoices
  • Cancelled sessions
  • Returned or forfeited credits
  • Invoice activity notes

Invoice detail page showing a paid invoice with activity notes expanded

Related guides:

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