Canceling an active member is a straightforward process that ensures proper billing and account status adjustments. This guide will walk you through the necessary steps, highlight tips, and address potential concerns when canceling a member’s account.
Contents:
- Accessing the Bambora Member Cancellation Feature
- Completing the Cancellation Process
- Revoking a Pending Cancellation
1. Accessing the Bambora Member Cancellation Feature
Step 1: Click the 9 dots icon located at the top-right corner of the dashboard.
Step 2: From the dropdown menu, select Services, then click Bambora Billing.
Step 3: Click on Bambora Member Cancellation.
2. Completing the Cancellation Process
Step 4: Use the dropdown menu to select the member’s name or type their name into the search bar.
Step 5: Fill out all the required fields, including the Payment Cancellation Date, which is typically set to the next billing cycle.
Step 6: Once all required information is entered, click Continue.
Step 7: Review the information carefully. If everything is correct, click Submit to confirm cancellation.
3. Revoking a Pending Cancellation
- If the member’s status is still in Pending Cancellation, you can submit a Bambora Revoke Cancellation form.
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This process cannot be used if the cancellation is already completed.
**Tip:**
Always check the Bambora Billing section to ensure the member’s billing account is fully closed. This helps prevent future payment discrepancies or unresolved charges.
Conclusion:
In this tutorial, you learned how to:
- Access the Bambora Member Cancellation feature.
- Complete the cancellation process with accurate details.
- Revoke a pending cancellation if needed.
By following these steps, you can manage active member cancellations effectively while avoiding potential billing errors.
FAQs:
- Q1: What happens if I set the wrong Payment Cancellation Date?
- A1: You can update the cancellation by contacting support or resubmitting the process before the cancellation finalizes.
- Q2: Can I cancel multiple members at once?
- A2: No, cancellations must be processed individually for accuracy.
- Q3: How do I know if the cancellation is successful?
- A3: Check the member’s status in the Bambora Billing section to confirm closure.
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Need Assistance?
For further assistance or clarifications, please contact northamerica@graciebarra.com
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation