How to Remove a Contact From a Membership?


The objective of this tutorial is to guide you through the process of manually removing or cancelling a contact’s membership in your Agend AMS.

Key Steps

  1. Access WordPress Dashboard
    • Navigate to your WordPress dashboard to begin the process.
  2. Navigate to CRM Contacts
    • Go to the CRM contacts page within your WordPress dashboard.
    • Use the search bar in the top right corner to find the specific contact needing membership changes.
    • Alternatively, select the contact from the contact page.
  3. View Active Subscription
    • On the CRM contacts page, locate the contact’s active subscription number under the membership card.
    • Open the subscription in a new tab for further editing.
  4. Update Subscription Status
    • On the subscription page, change the subscription status from active to cancelled.
    • Click on the “update” button on the right side of the screen to save the changes.
  5. Confirm Membership Cancellation
    • After updating the subscription, refresh the CRM contact page to see the changes.
    • Verify that the user’s individual membership status has been successfully changed from active to cancelled.

Cautionary Notes

  • Ensure that you have the necessary permissions to make changes to contact memberships.
  • Double-check the contact details and subscription status before making any changes.

Tips for Efficiency

  • Use the search bar to quickly find the contact needing the membership update.
  • Keep track of the changes made by noting down the contact’s previous membership status.
  • Regularly review the CRM system to reflect accurate membership statuses.
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Updated on 18/06/2024