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Managing Membership Cancelations and Deletions
Managing Membership Cancelations and Deletions

Learn how to cancel or delete members in Cobot.

Amanda avatar
Written by Amanda
Updated over a week ago

When a member needs to cancel or be removed from your space, follow these steps to ensure proper handling of their membership, billing, and bookings.

Canceling a Member

  1. Navigate to Manage » Members and select the member’s name.

  2. In their profile, go to the Membership » Cancel Membership from the dropdown menu.

    This image shows a membership management interface where a dropdown menu is open under the "Membership" section. The menu contains options including "Cancel Membership," "Change Start Date," "Change Renewal Date," and "Messages Sent." The "Cancel Membership" option is highlighted with a red border. On the left side, membership details are displayed, showing the member's start date as May 5, 2022, and the renewal date as March 4, 2025.

  3. Choose a cancelation date—immediate or future—and decide whether to delete all of the member’s upcoming bookings. If you keep them, charges will continue to be posted to the member account for the bookings (where price per hour is present).

This image shows a membership management interface with options to cancel or delete a member. The "Cancel Membership" section allows selecting a membership end date using a date picker and includes an optional checkbox to delete the member's bookings after the membership ends. Below, the "Delete Member" section explains that deleting a member will permanently remove all associated data except invoices and impact analytics. A red "Delete Member" button is visible, along with a dark "Cancel Membership" button.

IMPORTANT NOTES

  • If the cancelation happens mid-cycle, Cobot will automatically prorate the next invoice.

  • If a member has already paid for the current billing cycle, Cobot does not issue automatic refunds. Refunds must be processed manually.

  • Cobot recognizes 12:00 AM as the cutoff for a full billing day. If a member cancels at any time during the day, their membership remains active until the next billing cycle.

  • Members who cancel on their own will have their membership end at the start of the next billing cycle. Admins can override this by manually canceling the membership.


Deleting a Member

  1. Navigate to Manage » Members and select the member’s name.

  2. In their profile, go to the Membership » Cancel Membership from the dropdown menu.

    This image shows a membership management interface where a dropdown menu is open under the "Membership" section. The menu contains options including "Cancel Membership," "Change Start Date," "Change Renewal Date," and "Messages Sent." The "Cancel Membership" option is highlighted with a red border. On the left side, membership details are displayed, showing the member's start date as May 5, 2022, and the renewal date as March 4, 2025.


  3. Choose 'Delete Member'.

This image shows a membership management interface with options to cancel or delete a member. The "Cancel Membership" section allows selecting a membership end date using a date picker and includes an optional checkbox to delete the member's bookings after the membership ends. Below, the "Delete Member" section explains that deleting a member will permanently remove all associated data except invoices and impact analytics. A red "Delete Member" button is visible, along with a dark "Cancel Membership" button.

IMPORTANT NOTES

  • Deleting a member removes them permanently from Cobot, including from analytics. This action is not reversible, so it is only recommended for duplicate or test accounts that have never used your space.

  • Deleting a member does not remove existing invoices. These must be deleted manually if necessary.


Undoing a Cancelation

If a member was canceled by mistake or wishes to return after a break, you can undo the cancelation. Check out this guide to learn how to do this.

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