Remove from Group after Canceled Subscription
Posted by
Support Team
on
November 29, 2024
— Updated on
November 29, 2024
Within our Workout Software, you have the ability to remove a client from a group after a subscription has been canceled.
This guide will walk you through the remove from group automation after a payment plan has been canceled.
1. Automations
Access the “Automations” tab.
2. Create New Automation
Select “Add to or Remove from Group” from the “Create New Automation” drop down list. Use the edit icons to customize the automation.
3. Save All
For when, select client has canceled a subscription. Keep any payment plan or select a specific payment plan. For what, select “Remove from Group” and select a specific group. Save All.
4. Groups Tab
To check if clients have been removed after canceling a subscription, access the “Groups” tab. Click on “View Group”.
5. Group Members
Check the “Members” tab.
6. View List
View the list of members. Clients who canceled the specified payment plan should be removed.
The guide covered the process of removing a member from a group after canceling a payment plan.