ADMIN: Membership Cancellation

Digital Strategies

Created Jan 30, 2023

ADMIN: Membership Cancellation

To cancel or refund a membership, the membership level and offering configuration setting for cancellation needs to be modified. This will allow a membership staff member to complete the membership cancellation at POS. Once the membership staff member has completed the cancellation, reset to the cancellation configuration by unchecking the "POS" cancellation on the level and offering to prevent further cancellations without an approval.

Currently cancellations can only happen on POS.

Ensure you have the following information prior to beginning:

  • Member number or name, membership level and offering (annual, 2 year)

  • Before modifying configuration settings, coordinate with the advancement point of contact to ensure the process is completed in a timely manner. The goal is to finish this 2 person process in 5-20 minutes

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Acmeticketing

17 Steps
1

STAGE 1:

2

Click on the Membership tab

Click on the Membership tab
3

Click on the Levels tab

Click on the Levels tab
4

Click Edit on the membership level that needs to be returned

i.e. An "Individual" membership needs to be cancelled

Click Edit on the membership level that needs to be returned
5

Click on OFFERINGS

Click on OFFERINGS
6

Click on Edit of the offering that needs to be returned

i.e. An "Individual Annual" membership needs to be cancelled

Click on Edit of the offering that needs to be returned
7

Click on CHANNEL TRANSACTION POLICIES

Click on CHANNEL TRANSACTION POLICIES
8

Check Point of Sale (POS) under "Members can Cancel"

Check Point of Sale (POS) under "Members can Cancel"
9

Click on Save & Close at the top right

Click on Save & Close at the top right
10

STAGE 2:

11

When the point of contact has finished cancelling the membership and updated you, reverse the settings. Click on Members > Levels

When the point of contact has finished cancelling the membership and updated you, reverse the settings. Click on Members > Levels
12

Click Edit on the membership level that needs to be reverted back to its' original settings

Click Edit on the membership level that needs to be reverted back to its' original settings
13

Click on OFFERINGS

Click on OFFERINGS
14

Click Edit on the offering that needs to be reverted back to its' original settings

Click Edit on the offering that needs to be reverted back to its' original settings
15

Click on CHANNEL TRANSACTION POLICIES

Click on CHANNEL TRANSACTION POLICIES
16

Uncheck Point of Sale (POS) under the "Members can Cancel" section

Uncheck Point of Sale (POS) under the "Members can Cancel" section
17

Click on Save & Close to complete the member cancellation process

Click on Save & Close to complete the member cancellation process
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