When a member requests to leave the club, you need to update the database to reflect that they are no longer an active member. This knowledge base explains how to add them to a Resigned Exclusion as well as how to cancel any future payment plans and direct debits.

To close an account, you need to:

  • Set an exclusion

  • Remove any payment plans/direct debit agreement¬†

  • Zero an account

Set an Exclusion

  • Navigate to the exclusions page on the selected member’s detail page

  • Select add an exclusion and input the exclusion type and effective from date

  • Once the information has been input, select ok to save.

resign a member

There are two different tasks in the next step so we will break them down a little further:

Cancelling the Payment Plan

  • Navigate to the accounts receivable module

  • Select payment plans

  • Input the member number into the member number field shown below, this will bring up all payment plans on the member’s account

  • Select the payment plan to cancel, then select cancel to remaining payment plans

  • Confirm the date you want to cancel on and select Yes

resign member VM

Cancelling the Direct Debit Agreement 

  • Make sure you are in the Membership module and have the Member you want to cancel up

  • Navigate to the Agreement window under the Direct Debit Tree. This will show all agreements under the member

  • Select the edit icon to pull up the Agreement’s details

  • Enter in an end date and click Ok

virtual manager resign member

Now all these steps have been completed, all that is left is to balance the member’s account. If you have any questions, please email membership_support@mslsolutions.com.

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