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| === Cancel Membership === | | === Cancel Membership === |
| * PayPal subscription canceled by member | | * To cancel a membership on or after the MM/DD in the subject field has lapsed, go to the member site and change membership status to discontinued. |
| ** RT ticket is automatically generated with a subject of the form: "<PayPal profile name> canceled automatic payments to you"
| | * Send the "Sorry to see you go!" email. |
| ** From the Customer email field in the RT ticket, look up the member profile: https://members.pumpingstationone.org/mm/people/
| | (Consider sending this once the cancellation from paypal is noted, with the end date, and then another that officially marks the last day. |
| ** From the Profile ID field in the RT ticket, look up the PayPal subscription: PayPal -> Activity -> Profile ID (search by Email Address is the default search option, use the dropdown to set it to Profile ID) | | *Close the ticket |
| ** Compare the Membership start date from the member profile with the most recent PayPal transaction. Usually the day of the month should match, but sometimes the member is credited a few extra days when the onboarding process doesn't happen in a timely manner. If the member profile day is no greater than a week after the PayPal transaction day of the month, then use the member profile day. Otherwise use the PayPal transaction day. In general, the PayPal subscription day is a better indicator of when dues are due, than the member profile, Membership start date.
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| ** The membership is valid until the end of the current subscription month (calculated as one month after the last PayPal transaction date, and possibly a few days after that as determined in the previous step).
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| ** Modify the RT ticket Subject field (Basics tab of the RT ticket) and append " - MM/DD>" where MM/DD is the membership end date. Change the Status field to "deathrow" and click Save Changes. | |
| * Member requests cancellation by email
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| * Suspended account more than 2 weeks overdue
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| [[Category:Admin]] | | [[Category:Admin]] |
| [[Category:Board Procedures]] | | [[Category:Board Procedures]] |
