Seeing who cancelled a membership

If you notice that one or more of your clients’ memberships have been canceled and are unsure of the cause, you can refer to your records to find out which staff member’s account was used to cancel the membership and follow up with that staff member.

In this article:

To see who canceled a membership from the Memberships Report

  1. Click the App Drawer button .
  2. In the App Drawer, click Reports.
  3. In the Reports menu, click Sales.
  4. In the side menu or in the list, click Memberships.
  5. Click the Advanced Filter button . The advanced filters menu will be displayed.
  6. Under the Membership Status tab:
    1. Clear the Select All checkbox.
    2. Select the Canceled Memberships checkbox.
    3. Click APPLY FILTER.
  7. In the list, find the membership you want to check. You may have to browse the list, use the Search option, or filter the list to find the membership.
  8. Under the Purchase Option column, click the name of the membership.
  9. On the corresponding membership, under the Action column, click the Action button and select Payment Schedule.
  10. At the top of the Payment Schedule, an alert is displayed. Refer to this alert for the date of cancellation and the email address of the staff member who made the cancellation

To see who canceled a membership from a client’s profile

  1. On the Top Nav Bar, click Search and type the client’s information in the box. You can type the client’s name, phone number, email address, UID, or client ID.
  2. In the list that is displayed, click the client you want to check.
  3. In the side menu, click Account.
  4. In the Account menu, click Passes & Memberships.
  5. Click the Advanced Filter button . The advanced filters menu will be displayed.
  6. Under the Membership Status tab:
    1. Clear the Select All checkbox.
    2. Select the Canceled Memberships checkbox.
    3. Click APPLY FILTER.
  7. In the list, find the membership you want to check. You may have to browse the list, use the Search option, or filter the list to find the membership.
  8. Under the Purchase Option column, click the name of the membership.
  9. On the corresponding membership, under the Action column, click the Action button and select Payment Schedule.
  10. At the top of the Payment Schedule, an alert is displayed. Refer to this alert for the date of cancellation and the email address of the staff member who made the cancellation
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