Cancellation Reasons
- 29 Mar 2023
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Cancellation Reasons
- Updated on 29 Mar 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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The WineDirect platform allows you to create specific custom cancellation reasons to apply to club memberships. Cancellation reasons are only visible to admin users and can only be added to a canceled membership by an admin user.
To Add A Cancellation Reason
1. Head to Store > Clubs > Cancellation Reasons to create a new cancellation reason.
2. Click on the green [+] Add A Cancellation Reason.
3. Enter the reason in the Club Cancellation Reason field and check the Is Active box to make the reason active. Then click Save.
EXAMPLES OF CANCELLATION REASONS: MOVED AWAY, BROKE, ETC.
4. Your new custom cancellation reason will appear in the club membership tab of a customer’s contact file.
[SCREEN SHOT: A CUSTOMER CONTACT FILE, CLUB TAB ]
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