Canceling or freezing a customer’s subscription is different from deleting the subscription. Freezing the subscription will not lose any subscription data and can be reactivated later.

Deleting the subscription will completely remove all the subscription data.

Accessing a Subscription to cancel or delete it

To cancel a customer’s subscription, go to:

Customer Card > Subscription tab. Select the subscription, then select De-Activate to cancel it.

Adding a Cancellation Reason

A new window will open with a prompt to select a cancellation category and enter additional information for canceling the subscription.

Enter the appropriate information, and then select Freeze Subscription.

Editing Cancellation Categories in Preferences

Cancellation categories can be created under

Admin > Preferences > Customer Preferences > Cancellation and Hold Reasons. See more information in the Cancellation and Hold Reasons guide.

Canceled/Frozen Subscription and Reactivating a Frozen Subscription

The subscription is now frozen. Now that the subscription has been canceled, the customer will not be due for any upcoming services with this subscription.

Freezing a subscription still leaves all the subscription data on the desktop application, such as past services, invoices, etc. Any future appointments already on the schedule will not be frozen and must be manually canceled. Frozen subscriptions can be reactivated anytime by clicking Activate.

Deleting a Subscription

To remove all of a subscription’s data on the desktop application, delete the subscription by hovering over Actions and selecting Delete.

A confirmation message will appear to ensure you fully intend to delete the subscription. Selecting OK causes the subscription to be permanently deleted.