Stopping a Recurring Member's Auto-Renewal

Topic

Member Management

For

Front Office Team

Read Time

~2 minutes

To prevent a recurring member from auto-renewing, update them to a one-time payer.

1. Deactivate the patient’s membership by selecting the Cancel Membership button (see Canceling a Member’s Plan). Make sure you have their information saved, since you will be re-entering it.
2. Re-enter the patient as a one-time payer. Select the One Time Payment option (cash/check or card) under Frequency/Type on the Add New Membership page. Choose cash/check as the payment type if the patient has already been charged, so they are not charged again.
3. Update their plan end date to the correct date by submitting a support request.

Note

The patient will no longer auto-renew but will still be tracked in the dashboard. When their plan ends, they receive a notification from the software to call the office and renew their membership.

This is the same approach covered in Change Member from Recurring to Non-Recurring.