Location: Enrollments tab > Cancel Program
The Cancel Program tool allows you to cancel a contact file's enrollment program. Additionally, you can cite a cancellation reason, adding cancellation notes, complete/delete future tasks or events, and (optional) schedule a refund payment.
Cancel Enrollment Options
Cancellation Reason: Specify why the client chose to cancel the enrollment program using the selections in the drop-down box.
Cancellation Notes: Add relevant cancellation related notes to the client file
Issue Refund: Setup a refund for the client from inside the cancel enrollment area
Complete/Delete Tasks: Set as complete or delete any associated tasks on the client's file
Delete Future Events: Delete any relevant future events associated to the client's file
Once final selections are made, Click Cancel Enrollment.
Enrollment Cancellation Successful
Enrollment cancellation successful screen
Re-Enroll a contact using the Re-Enroll Client feature
Re-Enrollment successful screen