Customers have reported that when they are cancelling a recurring membership, with client future bookings against the credits, all of the future bookings continue to be paid via the cancelled membership, even after the cancellation date.
As a means to resolve these sessions beyond the cancellation date, the system shall mark these sessions as Pending Payment. These sessions will not continue to be paid via credits of the cancelled membership. As a user you still have the option to cancel the sessions when you cancel the membership.
Here is the new workflow and expected behaviors:
Navigate to your client record in Dashboard> Clients> Membership tab
Select the Details Icon next to the membership you wish to cancel:
Click on the Edit icon next to status to get to the Update Recurring Payment screen:
Select Cancelled from the Update Status drop down menu, and fill in the Reason and Cancellation Charge Amount , if you have one:
What you will see now is a dynamic list of future booking , based on the Cancellation Start Date value, that the system will then update to Pending Payment once the membership is fully cancelled.
In this example, all bookings beyond today are listed as the default Cancellation Start Date is today:
Enter a new date for the Cancellation Start Date and you will see a dynamic update and relisting of the booked sessions available to be marked as Pending Payment. In the following example, I have selected June 30th as the Cancellation date because this client pays monthly on the first of the month, and we already have his moneys for this entire month of June and he will continue to have access to the club till the 30th in this membership, they system then knows to only mark sessions after the 30th as unpaid.
Note* you as a business user still have the option to check the boxes next to the listed sessions if you wish those bookings to be fully cancelled and not maintained as Unpaid if you so choose. This function is unchanged with this update though the verbiage has been updated for a clearer definition of the actions.
Click Update Status button to complete all actions.