Pause or cancel a membership

Stop billing for a while, or for good.

Table of Contents

You change an individual membership from the patient card. Find it on the Financials tab and use the actions on its card.

Pause and resume

Choose Pause membership. No payments are taken while it is paused.
Set Pause until, or leave it empty to resume by hand.
To restart, choose Resume membership and set Resume on. Leave it empty to resume today. Billing restarts that day.

Cancel

Choose Cancel membership.
Under When, pick the end of the current period or Now.
Add a Reason and confirm.

A scheduled cancellation can be revoked before its date, which keeps the membership running and billing as normal.

Failed payments

If a payment fails, use Change card or Retry payment on the membership. To see every failure, open Memberships under Clients and look at Failed payments, which lists the last 7 days.

Up next

Next, read Memberships explained.