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Click-to-Cancel Quick Guide

Updated over 9 months ago

The Click-to-Cancel feature lets clients initiate cancellation requests through your online widget, creating an efficient request system that integrates with your existing policies and terms while keeping you in full control of the approval and processing steps.

  • Facilitates customer access to cancellation requests

  • Tracks every request in your dashboard

  • Sends notification emails to designated staff roles

  • Leaves enforcement of fees, commitments, and timelines entirely in your hands


Things to Know

  • You review and handle each request per your studio policies

  • Early termination still follows your agreement terms and any applicable fees

  • This is not an automatic cancellation system

  • Helps support compliance efforts, but doesn’t guarantee full regulatory compliance

  • Clients use the embedded widget to submit requests (app support coming soon)

  • Only Location and Business Managers receive notifications by default

  • You can customize client confirmation emails in Business Settings


Studio's Role in the Cancellation Process

  • Handle requests swiftly, meeting all required deadlines

  • Clarify policies up front, including any fees, commitments, and conditions

  • Follow applicable state and local laws regarding cancellations

  • Promptly process refunds or final charges as outlined in your agreements

  • Keep detailed records of each cancellation request and its resolution


How It Works

  1. Client Submits Request via the widget’s Cancel Plan button. The client sees a confirmation message.

  2. Business Notified by email and dashboard alert. The request appears in the Requests to Cancel report.

  3. Business Reviews Request against contract terms, commitment periods, and policy requirements.

  4. Business Processes Request manually—approving, denying, assessing fees, and issuing refunds as dictated by your agreements.


Plan Management

Enable or disable Click-to-Cancel per plan (defaults to “on” for all recurring plans):

  1. Go to Plan ManagementPlans.

  2. Select a plan → Description & Availability → click Edit.

  3. Check or uncheck Request Cancel Online.


Client Workflow

Clients can submit cancellations at any time via the website widget:

  1. Click profile icon → Your Credits & Plans

  2. Choose the plan → three-dot menu → Cancel Plan

  3. Select reason, add comments → Cancel Plan

  4. Client and studio both receive confirmation emails. No automatic plan cancellation occurs until staff action.


Transactional Notifications

A standardized email/SMS is sent to clients immediately after they request cancellation. You can find and edit this under Business SettingsTransactional NotificationsPlans: Sent when a plan is cancel requested. Note that the same message applies to all plan types.

Tip: Include receipt acknowledgment, realistic response timelines (e.g., “within 3 business days”), and a note that memberships remain active during review.


Dashboard & Reporting

  • Requests to Cancel card shows active requests and their age.

  • Plan Cancellation Requests report in the Reports center under Plans—track status changes (e.g., “Processing”).

  • Ensure staff have Plan Cancellations report permission via Profile → Manage Permissions → Reports.


Notification Settings

By default, non-franchise sites notify both Location and Business Managers; franchise sites notify only the Location Manager. To adjust:

  1. Open the Requests to Cancel dashboard card.

  2. Click the ⚙️ gear icon.

  3. Select which roles should receive emails.


Staff Response Templates for Cancellation Requests

To help streamline communication, we've provided suggested response templates for your staff.

Active Contract/Commitment:

"Thank you for your cancellation request. Per your agreement dated [date], you have a [length] commitment through [date]. Early cancellation requires [terms].

Request Received/Processing:

"We've received your cancellation request. It will be reviewed according to your membership terms. You'll receive a response within [timeframe]."

Missing Requirements:

"Your cancellation request is under review. To process according to our policies, we need [specific requirements]. Please provide these details so we can proceed."

Approved:

"Your cancellation request has been approved. Your membership will end on [date]. [Include any final payment/access details]."

Templates are provided as suggestions only and do not constitute legal advice, guarantee compliance, or replace professional counsel. Templates should be reviewed by your legal counsel and customized to your policies and applicable laws before use.

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