How can we help?

    How Do I Create or Edit an Agreement's Cancellation Date?

    Follow

    Club OS allows authorized staff to, both, set and edit the date in which a Member requests that their package terminate prematurely. Cancellation dates assist Members who find themselves needing to cut back on club activity for such unforeseen reasons as unavailability, insufficient funds, etc.

    Although the acts of setting and editing a cancellation date do resemble each other closely, their qualifications and workflows can differ -as displayed below.

    Agreements With No Prior Cancellation Date Set


    First, navigate to the Member's Club Services page.

    ClubServices.png


    Enter the Member's package and select 'Create Agreement Cancellation' from within the Agreement Actions drop-down box located in the top-right corner of the screen.

    CreateAgreementCancellation.png


    Click the 'Cancellation Date' field and select a date from the pop-up window.


    CancellationDate.png


    Next, if the package contains a cancellation fee, select the point at which the Member would prefer to pay that fee: now or upon the package's cancellation date.


    Payment_Profile_copy.png

    Note: If the Member elects to pay the fee now, Club OS can permit that Member to pay their fee using an alternative payment profile than the one currently funding their package's invoices. However, if the Member opts to pay the fee on the future cancellation date, that Member will be required to pay via whichever payment profile is currently in use. To edit a package's payment profile, refer to the original agreement.

    Lastly, if the Member's package contains a cancellation fee, check the required Authorize Cancellation box.


    Authorize_Cancellation.png


    Upon completion, click 'Save'.


    SaveButton.png


    Note
    : Canceling a package will, neither, refund a Member's remaining sessions nor remove payments that are associated with the Member's agreement.

     

    Agreements With a Prior Cancellation Date Set


    First, navigate to the Member's Club Services page.

    ClubServices.png

    Enter the Member's package and select 'Edit Agreement Cancellation' from within the Agreement Actions drop-down box located in the top-right corner of the screen.

    EditAgreementCancellation.png

    As a result, staff will be redirected to one of two possible landing pages based on whether the Member's package contains a 'per bill cycle' cancellation fee, a 'flat rate' cancellation fee, or no cancellation fee at all. Each page and its editing options are detailed below.

     

    A. If the Agreement Contains a 'Per Bill Cycle' Cancellation Fee


    Authorized staff will not be allowed to edit the cancellation date, themselves.


    Can_t_Banner.png


    To edit a 'per bill cycle' package, please contact Club OS's support staff via [email protected].

     

    B. If the Agreement Contains, Either, a 'Flat Rate' Cancellation Fee or No Cancellation Fee at All


    Authorized staff will only be allowed to edit the cancellation date.


    Cancellation_Field_-_Edit_copy.png

    Upon clicking 'Save', a banner will appear stating that the cancellation's update was successful.

    SaveButton.png


    Each post-cancellation draft date will now be, either, stricken or readministered into the Member's payment schedule depending on whether the Member's pre-cancellation period was just shortened or extended.

    Was this article helpful?
    1 out of 1 found this helpful

    Comments