How to Cancel a Membership

Owned by Wanda Chambers (Unlicensed)
Last updated: Oct 30, 2020Version comment
2 min read

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  1. Locate the member Contact record in Fonteva 
  2. Click on the Membership item in the Quick links, which opens the Subscription ID
  4. Verify that the Membership is Active
  6. Select Edit on the drop down on the right side of the Subscription ID
  8. A dialog box pops up to Edit Subscription
  9. Change Status to Cancelled
  11. Scroll down to access fields to select the reason for cancellation
  13. Using the drop down make a selection for Cancelled Reason
  15. Select Save at bottom of dialog box
  17. Return to Contact record
  18. Click on the Membership item in the Quick links, which opens the Subscription ID (reference steps 2 - 4)
  20. Verify that the Membership is Cancelled