To activate this feature, contact your Amilia rep or start a chat with us!
Membership cancellation reasons allow you to capture why a membership is cancelled by having admins select a reason from a predefined list during the cancellation.
This helps you better understand member behavior and improve retention strategies by getting clear, comparable insights across all memberships.
How it works & limitations
When this feature is on, admins must always select a cancellation reason when cancelling a membership.
Only admins may select a cancellation reason. Not members.
The list of reasons is predefined and not customizable.
To edit a cancellation reason, select a new reason and edit the notes/comments section if necessary.
Membership cancellation reasons can be selected in:
Membership management: Ongoing and fixed memberships.
Clients > Purchases: Ongoing memberships only.
1. How to select a membership cancellation reason
Permission name 🔑 | Why you need it |
Memberships View memberships | Required to view Membership management. |
Memberships Edit memberships | Required to use the Actions column and cancel someone's membership in Membership management. |
Clients Client billing | Optional to cancel a membership from Purchases in the client's account. |
Steps to follow
1. Go to Memberships > Membership management.
2. Locate the row with the member(s) you're looking for (you can use filters).
3. In the Actions column, click '...'.
4. Click Cancel to open the cancellation reason modal.
5. Select the reason for cancellation (mandatory).
If you choose 'Other', you must provide additional details. 50 characters max.
6. Add Comments (optional). 200 characters max.
7. Confirm cancellation. A success message appears and the page reloads.
8. To edit a cancellation reason, click Cancel in the Actions column and change the reason and/or notes/comments and save.
2. Where to view membership cancellation reasons
You can see membership cancellation reasons in the Members list report.
Permission name 🔑 | Why you need it |
Finance and reporting Participant reports | Required to view the Members list in the Reports tab. |
Steps to follow
1. Go to Reports > Standard.
2. Find and click the Members list report (in Operations) to view it on the page.
3. Click Columns to include cancellation reasons in the report.
4. Add the Cancellation reason, cancellation other details, and cancellation comments columns.
5. The list updates immediately with the columns.
6. To export, click the export icon⬇️ to the right.
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