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

1. Navigate to the Loyalty Members screen.

2. Click View, Action Pane, Tasks to view the Task user interface.

3. In the Members list, click the Member Number (#) hyperlink.

4. In the Tasks list, click LOY Membership Cancellation Service.

5. Enter Cancellation Code.

6. Select Fee Refund basis, options are: No Refund, Percentage, or Prorata. If you select either Percentage or Prorata, then enter the Percentage.

7. To override the calculated price, select Override Price and select an Override reason code.

8. Click Next.

9. 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.

10. Click Next.

11. Verify payment information and click Next.

12. Verify the information in the Order Summary is correct, then click Next.

13. Verify the information in the Order Confirmation is correct, then click Next.

14. Verify the information in the Transaction Details is correct, then click Next.