How to Remove a Contact From a Membership?

Objective

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.