Cancel a customer

Cancel a customer immediately or schedule the withdrawal

Efrén avatar
Written by Efrén
Updated over a week ago

When you want to cancel a customer, it can be done immediately or by scheduling a specific date. There is also the possibility of configuring customer who has cancelled, to automatically acquire a specific Client Type, regardless of the Client Type when they cancelled. 

Cancel a client

To unsubscribe a customer immediately: 

  1. Go to the client file from the main menu and click on edit. 

  2. In the status field, select cancellation.

  3. In the End Date field, select the current day. 

  4. Save the changes.

To schedule a customer cancellation:

  1. Go to the client file from the main menu and click on edit. 

  2. In the status field, select cancellation.

  3. In the End Date field, select the day in which the customer will be cancelled.

  4. Save the changes.

When the specific day arrives, the program will then change the status of the client and they will be on the list of cancelled customers.

Set up a client type for cancelled customers

How to automatically set up that all cancelled customers become and specific Client Type:

  1. Go to Settings, Center.

  2. In the section Integration with other systems, in the field "Customer type when unsubscribed", indicate the client type that you want to assign to the customer that is cancelling. 

  3. Save the changes. 

This setting will take effect whether the withdrawal is immediate or scheduled.

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