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Review cancellations in the CRM

Review scheduled cancellations and deliberately confirm or withdraw them.

Find the open cancellation

  2. 2Check the name and membership type before making a decision.
  3. 3If the Action column says Choose in profile, open the correct profile first.

Decide the cancellation

  2. 5Confirm exactly once when the person, membership type and end date are correct.
  3. 6If the membership should continue, select Withdraw instead and confirm that decision.

How to tell that it worked

  • After confirmation, the request no longer has an open action.
  • The membership remains active until the displayed date and will not renew afterwards.
  • After withdrawal, the membership type is active again.

If it does not work

The Action column says Choose in profile.
More than one matching profile is visible for this person. Open the correct profile and decide there so that the wrong membership is not changed.
The displayed end date is incorrect.
Do not confirm the cancellation yet. Open the affected profile and check its stored period before returning to the cancellation list.

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CRM registrationsReview registrations and pending workReview new registrations around the person and process missing steps with a clear history.CRM member groupsSet requirements for member groupsDefine the details, documents and confirmations required for a member group.CRM feesSet up membership fees and additional servicesConfigure fees, billing intervals and optional additional services clearly.
Review cancellations in the CRM | Clubbulc