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Billing - How To Cancel a Client's Recurring Membership

Written by Sofia Zúñiga Vega

There may be situations where a client’s membership needs to be cancelled due to schedule changes, financial adjustments, or client requests.

This article will guide you step-by-step on how to properly cancel a client’s membership in Fit Pro Tracker, while also helping you understand what happens after cancellation to avoid unexpected billing issues.

⚠️ Important: Cancelling a membership stops future billing based on the selected cancellation settings. Always double-check the cancellation date before confirming to ensure no unwanted charges occur.

How to Cancel a Client’s Membership

Follow these steps to cancel a membership:

1. Go to the Client’s Profile

  • Search and open the client’s profile from the Contacts section.

2. Navigate to Billing

  • Click on the Billing tab

  • Select Subscription section

3. Locate the Active Membership

  • Find the membership you want to cancel from the list of active subscriptions.

4. Select Cancel Option

  • Click the Cancel button next to the membership.

5. Choose Cancellation Details

You will be prompted to:

  • Select a cancellation date

  • Confirm whether cancellation should take effect immediately or at the end of the billing cycle

6. Confirm Cancellation

  • Click Confirm to finalise the process

Tip: Remember if you charge a Cancelation Fee, it will be charged immediately.

⚠️ IMPORTANT NOTE (PLEASE READ CAREFULLY)

When cancelling a scheduled recurring membership that includes a one-time fee (such as a sign-up fee, enrollment fee, or setup fee), the one-time fee will NOT be automatically cancelled unless you click the box where it says "Cancel these scheduled fees along with the membership".

Once you check the box and click Confirm, you will get a pop-up confirmation box where it shows the scheduled fee/s that will be cancelled along with the membership.

In case you missed clicking the box for cancelling the fees, you must manually cancel any related one-time fees by going to the Scheduled Invoices tab.

To cancel one-time fees:

  1. Go to the Scheduled Invoices tab

  2. Click on the transaction number of the invoice

  3. A pop-up window will appear

  4. Select Reverse / Cancel Invoice to remove the charge

👉 Failure to review scheduled invoices may result in unintended charges being processed.

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