Skip to Content
Version 4.1 by Isaac Mejia on 2026/06/08 19:59
Show last authors
1 {{include reference="KBArticleHeader.WebHome"/}}
2
3 The Click to Cancel feature is a tool that gives your members the ability to initiate a cancellation remotely via the online Member Portal. Members who have signed up originally or registered with the Member Portal may cancel their accounts based on the terms you provide, meaning that you still maintain control over how and when your members may cancel.
4
5 //(Note: your User account must be at least Security Access Level 5 to access this feature)//
6
7 == 1. Finding Cancellation Settings ==
8
9 Login to Club Advantage with your User account, and navigate to the **Administration**page. Locate the **Member Portal**header near the bottom of the page, and click on “//Membership plans//”.
10
11 [[image:2736521226.png]]
12 == 2. Cancellation Settings ==
13
14 The **Member Portal Manager**will open in a new window. Near the top of the window, you will see your different tab options: //NEW//,//EDIT//,//RENEWAL//,and //CANCELLATION SETTINGS.//Choose **Cancellation Settings**.
15
16 On the **Cancellation Settings** tab, you will see a dropdown menu for //Membership Type//options. This menu allows you to select which membership type you’d like to set the policy for, including //Open End//, //Fixed Term//, and an option for //Both//. You may use the //Open End// and //Fixed Term// options to set independent policies for each, or the****//Both//option to set a single policy that applies to both membership types at once.
17
18 [[image:2736717830.png]]
19 Once you have selected the //Membership Type// you wish to configure the cancellation for, you may select from the two available cancellation options provided: //Cancel Immediately//, and //Enable Cancellation Period//. These options behave the same as Cancellations you enter into Club Advantage manually, giving you just as much control over how cancellations are processed on the Member Portal.
20
21 [[image:2736619527.png]]
22
23 [[image:2736783373.png]]
24 The //Cancellation Fee ($)//field allows you to set a fee that the member will need to pay as part of their cancellation. This fee will be charged so long as you have given a value, regardless of which Cancellation option you choose.
25
26 The //Cancellation Policy//link will open another window which allows you to edit the cancellation policy that is displayed to members when cancelling.
27
28 [[image:2736521244.png]]
29 //If you have any questions about Click to Cancel, or the Member Portal, please feel free to contact us via our Client Line at 877-772-3348. You may also defer your members to our Member Line at 866-462-3348 for assistance with the Member Portal.//