This report helps you track and manage all client cancelation requests submitted through your online widget or app. It's designed to help your business comply with FTC Click-to-Cancel requirements while maintaining control over your cancelation process.

This table displays all the relevant information for each cancelation request, including the client's name, the date the request was made, the number of requests made, the reason for the request, the name of the plan, the expiration date of the plan, and the effective date of the cancelation.

Show only OPEN requests filter

To view only open requests, click on the "Status" column header and select "Open" from the drop-down menu.

To update the request status on this report follow these steps:

We recommend checking this report daily to ensure timely processing of cancelation requests in compliance with FTC requirements.

No. When you cancel a plan in the client's profile, the status in the report will automatically update to COMPLETED.

If you decide not to cancel the plan based on your policies, you should update the status to DISREGARDED by clicking the edit icon in the STATUS column.

No. This report is a tool to help with compliance, but your entire cancelation process must meet all FTC requirements, including processing timeframes and proper documentation.

Document the date received, reason for cancelation, your decision, any relevant policy terms applied, and the date processed.

No, this report is only visible to staff with the proper permissions. Clients can only see their own cancelation request status through their account.

Make sure you actually canceled the plan in the client's profile, not just in the report. The status updates automatically only when the plan is canceled in the system.