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How to Withdraw a Participant and Cancel Subscription Payments

Learn how to withdraw a participant from an active subscription and cancel their associated subscription payments in AfterSchool HQ.

If a participant is enrolled in an activity with a subscription and needs to be withdrawn, you can manage the withdrawal directly from Subscriptions & Plans in Accounting.

Using Withdraw and Cancel Payments will withdraw the participant and cancel their associated subscription payments.

00:05: This article explains how to withdraw a subscriber from an active subscription in

00:09: AfterSchool HQ.

00:11: You will learn how to access subscription details, initiate cancellation, and

00:15: confirm the withdrawal process.

00:06: Learn how to withdraw a participant from an active subscription and stop future

00:10: subscription payments in AfterSchool HQ.

00:14: Start by opening Accounting from your AfterSchool HQ dashboard.

00:18: From Accounting, select Subscriptions & Plans to view and manage your organization's

00:23: subscriptions.

00:25: Here, you can view your active and canceled subscriptions.

00:27: Locate the subscription you need to manage.

00:31: Select the three-dot menu next to the subscription

00:34: you'd like to manage to view the available options.

00:38: Select Withdraw and Cancel Payments to begin withdrawing the participant and canceling

00:42: their subscription payments.

00:45: Review the confirmation message,

00:47: then confirm that you'd like to withdraw the participant and cancel their

00:50: subscription payments.

00:53: Close the confirmation dialog to complete the withdrawal process and return to the

00:57: subscriptions overview.

00:54: You've successfully withdrawn the participant and canceled their subscription

00:58: payments.

00:58: Thanks for watching!

 

1. Access Accounting

From your AfterSchool HQ dashboard, select “Accounting”.

This will take you to the area where you can review and manage your organization's payment and subscription information.

2. Open Subscriptions & Plans

From Accounting, select “Subscriptions & Plans”.

Here, you can view and manage your organization's subscriptions.

💡 Tip: Use Subscriptions & Plans when you need to review a participant's subscription or manage their recurring payments.

3. Locate the Subscription

Review the list of subscriptions and locate the participant whose subscription you need to manage.

Both active and canceled subscriptions can be viewed from this area.

💡 Tip: Double-check the participant and subscription information before making any changes to ensure you're managing the correct subscription.

4. Open Subscription Details

Select the three-dot menu next to the subscription you'd like to manage.

This will display the available actions for that subscription.

5. Select Withdraw and Cancel Payments

From the available options, select “Withdraw and Cancel Payments”.

This will begin the process of withdrawing the participant and canceling their associated subscription payments.

💡 Tip: This option is intended for situations where you need to both withdraw the participant and stop their subscription payments.

6. Confirm the Withdrawal

A confirmation message will appear before the withdrawal is completed.

💡 Tip: Take a moment to verify that you've selected the correct participant before confirming. Once confirmed, the participant's enrollment and subscription will be affected.

7. Complete the Withdrawal

Select “Withdraw and Cancel Payments” in the confirmation window to complete the process.

The participant will be withdrawn and their associated subscription payments will be canceled.

Frequently Asked Questions

Q: What does Withdraw and Cancel Payments do?

A: Withdraw and Cancel Payments withdraws the participant and cancels the subscription payments associated with that enrollment.

Q: Where can I find a participant's subscription?

A: Navigate to Accounting > Subscriptions & Plans. From there, you can review your organization's subscriptions and locate the participant you need to manage.

Q: Can I view canceled subscriptions?

A: Yes. The Subscriptions & Plans area allows you to review both active and canceled subscriptions.

Q: How do I access the options for a subscription?

A: Locate the subscription and select the three-dot menu next to it. This will display the available actions for that subscription.

Q: Will withdrawing the participant also cancel their subscription payments?

A: Yes, when you specifically use the Withdraw and Cancel Payments option, the participant will be withdrawn and their associated subscription payments will be canceled.

Q: Should I use this option if I only need to review a subscription?

A: No. You can open Subscriptions & Plans to review subscription information without withdrawing the participant. Only select Withdraw and Cancel Payments when you're ready to perform the withdrawal and cancel the associated payments.

Q: What should I do if I selected the wrong participant or have questions before withdrawing them?

A: If you're unsure about the subscription or how the withdrawal will affect the participant's payments, contact the AfterSchool HQ Support Team before completing the withdrawal. This can help prevent unintended changes to the participant's enrollment or subscription.

 

💡If you experience any issues or have further questions with “How to Withdraw a Participant and Cancel Subscription Payments”, don't hesitate to get in touch with our support team at support@afterschoolhq.com.