1
Open Client Details
Go to CRM → Select client.
2
Go to Subscriptions Tab
Click the Subscriptions tab.
3
Find the Subscription
Locate the active subscription.
4
Click Cancel
Click the cancel button.
5
Confirm
Acknowledge and confirm cancellation.
What Happens
When you cancel:- No more automatic billing
- Current period may complete
- Client notified
- Subscription ends
Important Notes
- Cannot be undone
- May complete current period
- Communicate with client
- Can create new subscription later
Tips
- Communicate before cancelling
- Document reason
- Offer alternatives if appropriate
- Keep records
Workspace Overview
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White Label Setup
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