Siebel Loyalty Administration Guide > Working with Siebel Loyalty Program Members > About Using Loyalty Member Services >
Cancelling Loyalty Memberships
When a member has paid to purchase a membership, but then decides to cancel the membership before the end of the membership term, the member might be eligible for a refund of part or all of the membership fees. The fee refund options are:
- An amount pro-rated to the remaining portion of the membership term
- A percentage of the original purchase price
- No refunds
Where a refund is made, the amount includes:
- The portion of the membership fee
- The corresponding portion of any taxes paid on the membership fee
To cancel a membership
- Navigate to the Loyalty Members screen.
- Click View, Action Pane, Tasks to view the Task user interface.
- In the Members list, click the Member Number (#) hyperlink.
- In the Tasks list, click LOY Membership Cancellation Service.
- Enter Cancellation Code.
- Select Fee Refund basis, options are: No Refund, Percentage, or Prorata. If you select either Percentage or Prorata, then enter the Percentage.
- To override the calculated price, select Override Price and select an Override reason code.
- Click Next.
- If a refund is necessary, then select Payment Mode. If you selected percentage as the fee refund basis, then enter Elapsed Day, Elapsed % Fees Paid, and Tax Paid.
- Click Next.
- Verify payment information and click Next.
- Verify the information in the Order Summary is correct, then click Next.
- Verify the information in the Order Confirmation is correct, then click Next.
- Verify the information in the Transaction Details is correct, then click Next.
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