How to Cancel a Membership

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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

3. Open

   

4. Verify that the Membership is Active

5. Open

   

6. Select Edit on the drop down on the right side of the Subscription ID

7. Open

   

8. A dialog box pops up to Edit Subscription

9. Change Status to Cancelled

10. Open

    

11. Scroll down to access fields to select the reason for cancellation

12. Open

    

13. Using the drop down make a selection for Cancelled Reason

14. Open

    

15. Select Save at bottom of dialog box

16. Open

    

17. Return to Contact record

18. Click on the Membership item in the Quick links, which opens the Subscription ID (reference steps 2 - 4)

19. Open

    

20. Verify that the Membership is Cancelled

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