Terminating a Membership (with Registrations and Past-Due Balances)

Search for and click on the Member wishing to terminate their membership.

Verify the draft date of the Member. For those that draft on the 1st of the month, select the last date of the month as their termination date. See next steps for if a member is drafted monthly on the 15th. 

 $68.20 monthly on the 15th (More Details)

Click on the Edit pencil next to the Active status.

Use the dropdown to select a reason for the termination, enter any necessary notes, and enter the Membership End Date. For those drafting on the 1st of the month, choose the last day of the month. For those drafting on the 15th, choose the date the member has paid through (14th of the month).

In the third step, you will review any past-due balances that the member has. Keep these in mind to either handle prior to the cancellation process or immediately after. Click the "No Changes, Continue" button.

Launch Site
YMCA of the North Shore
Membership 
Programs 
Child Care 
Fundraising 
Finance 
Appointments 
Membership » Membership Information » Membership Hold/Termination
Shelby McKie at (04) Lynch/van Otterloo YMCA
Terminate Membership
Clooney, George (157456175)
	1	
General Information
	
	2	
Past Due Balances
	
	3	
Registrations
	
	4	
Finalize
Item	Fee Amount	Remaining Amount	Due Date	Action Check All / Clear All
(Salem YMCA) Private Swim Lessons - Private Swim Lesson - 4 Sessions - 60 minutes - 4 sessions for Ella Clooney	$25.00	$25.00	08/22/2023	
Registration Fee - Swim Lessons for Ella Clooney	$10.00	$10.00	08/22/2023	
(Greater Beverly YMCA) Swim Lessons - Beginners Swim: Wednesday 10:00 AM - (08/21/23 - 08/27/23) for Ella Clooney	$20.00	$20.00	08/21/2023	
CAY - Monthly Locker Charge - Glen T. Macleod Cape Ann YMCA	$1.33	$1.33	08/23/2023	
Back
Cancel Adjust Write Off No Changes, Continue

In Step 4, review any registrations for the member unit and make note of any changes needing to be made to the program fees.

Membership » Membership Information » Membership Hold/Termination
Shelby McKie at (04) Lynch/van Otterloo YMCA
Terminate Membership
Clooney, George (157456175)
	1	
General Information
	
	2	
Past Due Balances
	
	3	
Registrations
	
	4	
Finalize
Clooney, Amal (157456175-02)
2023 Guest Passes
Adult Guest Pass - 1 Day
01/01/2023 - 12/31/2023
Lynch/van Otterloo YMCA


Clooney, Alexander (157456175-03)
2023 Guest Passes
Youth Guest Pass - 1 Day
01/01/2023 - 12/31/2023
Lynch/van Otterloo YMCA


Clooney, Ella (157456175-04)
Private Swim Lessons
Private Swim Lesson - 4 Sessions
60 minutes - 4 sessions
4 of 4 remaining
Salem YMCA
Swim Lessons
Beginners Swim: Wednesday 10:00 AM
08/21/2023 - 09/10/2023
Greater Beverly YMCA


Back
Cancel Next

Review all of the information and click the "Finalize Termination" button.

Membership » Membership Information » Membership Hold/Termination
Shelby McKie at (04) Lynch/van Otterloo YMCA
Terminate Membership
Clooney, George (157456175)
	1	
General Information
	
	2	
Past Due Balances
	
	3	
Registrations
	
	4	
Finalize
Review all information before confirming.
General information
Membership termination at 09/14/2023
Relocation/Moving out of the area
Past Due Balances
Keep the Balance on the member's account.
Registrations
Clooney, Alexander (157456175-03): 2023 Guest Passes - Youth Guest Pass - 1 Day
Clooney, Amal (157456175-02): 2023 Guest Passes - Adult Guest Pass - 1 Day
Clooney, Ella (157456175-04): Private Swim Lessons - Private Swim Lesson - 4 Sessions
Clooney, Ella (157456175-04): Swim Lessons - Beginners Swim: Wednesday 10:00 AM
Please note: While this termination is scheduled for the future, all of the actions you take throughout this process will be done today and not at the time of the termination. These actions can not be reversed.
Back
Cancel Finalize Termination

Click the button to return to the "Membership Information" page.

For those billed monthly on the 15th, you must also update the Next process date so that their new fees do not generate on the 1st of the month. To do this, click the Edit pencil next to the Next Process Date at the top left of the Membership Information page.

Edit the Next Process Date to one month past the month of termination. This will ensure that the Unit does not generate dues on the 1st of the month since they will still be active at that point. Type the reason as "Termination" and click the "Update" button.

You will automatically be brought back to the Membership Information page where you can now see this membership is set to terminate on 9/14/23.

 Active for 5 days (Terminates on 9/14/2023)

If you have not already, be sure to collect all past due balances. Refer to M# for Taking Payments and Paying off Balances.

Membership » Membership Information
Shelby McKie at (04) Lynch/van Otterloo YMCA
1 Adult Family Membership 157456175
  SETTINGS   RECORDS   RECENT   FINANCIAL 
 Glen T. Macleod Cape Ann YMCA
 Active for 5 days (Terminates on 9/14/2023)
 $68.20 monthly on the 15th (More Details)
 VISA (ending in 1111, expires 12/2030)
 Next Process is October 2023
Unscheduled
$40.00
 
Balance Due
$56.33
George Clooney Primary
62 years
5/6/1961
"Mr. Clooney"
 Active Adult (M)
Alexander Clooney
6 years
1/1/2017
 Active Youth (U)
Ella Clooney
6 years
1/1/2017
 Active Youth (F)
Amal Clooney
45 years
2/3/1978
 Inactive Adult (F)
 ADD MEMBER
 CHECK IN
ACTIONS 
Take Photo
George Clooney 157456175-01
"Mr. Clooney"
 Active for 4 days
 Hasn't checked in for the past 18 months
 100 Test St Gloucester, MA 01930 US
 15745617501   (978) 999-8888   george.clooney@test.com 
Notes 0
Registrations
Member Info
Appointments
 Add Note
It's been pretty quiet for this member.

Terminating a Membership (No Registrations, Past Due-Balance, or Items in Pending Batch

Search and click on the Member wishing to terminate their membership. From their "Membership Information" page, click on the Edit pencil next to the Active status.

Use the dropdown to select the Reason for Termination and enter the Membership End Date. For those drafting on the 1st of the month, choose the last day of the month the Membership End Date. For those drafting on the 15th, be sure to make the Membership End Date the 14th, and then edit their Next Process Date to ensure their are no dues calculated for them on the 1st of the month when they are still active. See steps 11 and 12 above for how to update a Next Process Date. Click the "Next" button.

M5. Termination of a Membership

Terminating a Membership (with Registrations and Past-Due Balances)

Terminating a Membership (No Registrations, Past Due-Balance, or Items in Pending Batch