NOTE: Please reach out to support via chat to enable this feature.
Click-to-Cancel gives accounts control over future charges and recurring billing. With Click-to-Cancel, an account can cancel upcoming payments for currently enrolled classes, groups, dues schedules, and other recurring billing items.
Click-to-cancel Setup
Once this feature has been enabled by support, follow these steps to enable it for your accounts:
Go to Business Tools > Billing Manager.
Click Billing Setup.
Click the box next to Enable Click-to-cancel.
Notice Window: This determines how long billing continues after a cancellation request is submitted.
EX: If cancellation is submitted on Nov 10 and the Notice Window is 7 days, and the billing cycle runs on Dec 1, the registration would be canceled at the end of Nov 17.
NOTE: If a billing cycle falls within the Notice Window, the registration will be canceled before billing occurs.
EX: If cancellation is submitted on Nov 28 and the Notice Window is set to 7 days, and the billing cycle runs on Dec 1, the registration would be canceled at the end of Nov 31.
Cancellation Notification: Add an email address for the admins who should receive cancellation notifications.
If all enrollments are canceled, you can set the system to:
Zero out Service Hours.
Zero out Fundraising Obligation.
Remove all additional account/member charges.
What is a Drop Date?
Once a cancellation is submitted, the drop date will appear for both Class Registrations and Group Billing.
In Classes, the date appears as the Inactive Date.
In Group Billing, the date appears as the Billing Inactive Date.
Once this date has been reached, the group billing status will be changed to OFF.
This date can also be manually added by an admin.
Cancellation Report
Admins can view all cancellation submissions through the Cancellation Report by following these steps:
Go to Business Tools > Billing Manager.
Click Cancellation Report.
For more insights on this report, click here.
Account Registrations Tab
Accounts can view all their registrations (Classes, Bookings, and Competitive Dues) in a single tab. These are the steps they will want to follow:
Navigate to My Account > Account Info.
Click the Registrations tab.
For steps on how to cancel a registration, click here.