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Review cancellations in the CRM

Review requests from either side, confirm the end date and distinguish pending decisions from confirmed cancellations.

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 person's correct profile and select Manage profile and subscription. You will find Confirm cancellation there.

Decide the cancellation

  2. 5Confirm exactly once when the person, membership type and end date are correct.
  3. 6When the club requests cancellation, the member receives a confirmation task. A question reopens the CRM pending item. After clarification, the member must confirm again.
  4. 7After both confirmations, the status says Cancelled effective date. The profile remains valid through that day, then is automatically archived and appears only in the archive filter. Invoices and payment history remain intact.
  5. 8If 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, then Manage profile and subscription and select Confirm cancellation. Check the end date in the dialog. Reactivate profile withdraws the cancellation and lets the membership continue.
Confirm cancellation is no longer shown.
Check the profile status. Cancellation confirmed means the request has already been handled; the profile remains valid until the end date. Confirmation is only available for an open request and with CRM write access.
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.

More guides

Relevant next steps for the same audience.

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