Use the cancel feature when a member does not plan on resuming that plan at any point.
Note: set the cancel date to 1 day BEFORE the member’s next bill date
- Go to member detail page
- Find the plan they are on you want to cancel
- Click the contextual menu on the plan (3 dots)
- Select "Cancel Plan"
- Set Cancel Immediately to Yes if you want to cancel them today, if not toggle to No
- If, "No" you can set a cancel date in the future which will set their plan status to 'Pending Cancel'
- Hit "Cancel Plan" button for changes to take effect.