How to: Cancel Sessions for Members

Sessions cannot be cancelled if they have concluded.

From Account page

1

Navigate to Account

Navigate to the "Accounts" page (link) and click on the Account within which the Member resides.

2

View purchases

Open the "purchases" tab.

3

Locate Member Session purchase line item

Find the Member Session purchase line item. The list of line items is organized by the most recent first. Therefore, it is likely near the top of the list.

It is important to find the line item with the type "session". This action is not possible from any associated "payment plan" line item.

4

Click to cancel

Click the expansion menu button on the right of the line item row and select "cancel" from the list.

"Cancel" menu item

A Session cancellation will not be permitted if the Session has concluded. The menu item will not be active in that case.

5

Select assignment details

In the popout, provide the necessary information to perform the cancellation.

Property	Description
Amount to refund	The amount to refund to the Account owner. The value defaults to the current prorated value of the Session. The value cannot be greater than the original price.
Memo	The value that explains the refund. This value will be included in the Account purchase list as well as sent to the Account owner in the switch Communication.

A cancellation will not be permitted if the current balance within the Merchant Account is less than the refund value of the Session. This is to ensure there is always sufficient funds to perform a refund.

6

Save

Press and hold "cancel session" at the bottom of the popout to complete the cancellation.

From Member page

1

Find Member

Follow this guide to find the Member for which you wish to switch the Sessions.

2

Click to cancel

Click the expansion menu button on the right of the line item row and select "cancel" from the list.

"Cancel" menu option on Members page

A Session cancellation will not be permitted if the Session has concluded. The menu item will not be active in that case.

3

Select assignment details

In the popout, provide the necessary information to perform the cancellation.

Property	Description
Amount to refund	The amount to refund to the Account owner. The value defaults to the current prorated value of the Session. The value cannot be greater than the original price.
Memo	The value that explains the refund that occurs during the switch. This value will be included in the Account purchase list as well as sent to the Account owner in the switch Communication.

A cancellation will not be permitted if the current balance within the Merchant Account is less than the total value of the Session. This is to ensure there is always sufficient funds to perform a refund.

4

Save

Press and hold "cancel session" at the bottom of the popout to complete the cancellation.