Cancel and delete customer membershipsLast updated on 09/13/2022

• When you cancel a customer membership, the customer’s discounts and recurring services stop on the selected cancellation date. All recurring service events scheduled after the date selected are canceled.

• Deleting a membership permanently removes it from ServiceTitan and does not appear in historic reporting. Delete a membership only if it was sold as a mistake.

• Canceling a membership keeps the membership on file in case the customer wants to reactivate it.

• Canceling a membership can result in the customer receiving a refund. For more on refunds, see Create a refund adjustment and issue a refund.

1. Search and open the customer record whose membership you want to cancel.

2. In the Membership section, click the membership you want to cancel.

   The membership record opens.

3. Click Edit .

   The Edit Membership screen opens.

4. Click the Status dropdown and select Canceled.

5. To cancel a membership on a specific date, click the Cancellation date dropdown and select the date for the cancellation to take effect. Note: If you do not select a date, the membership is canceled the same day you save your changes.

6. Click Save. The membership is now canceled.

Deleting a membership  removes the membership from the customer’s account. You cannot undo this action. This is most often used when a membership is sold as a mistake.

1. Search for and open the customer record for membership you want to delete.

2. In the Membership section, click the membership you want to delete.

    The membership record opens.

3. Click Edit  .

   The Edit Membership screen opens.

4. Click the Status dropdown and select Deleted. 

5. Click Save.

6. Click Delete in the pop-up to confirm the deletion.

• Visit the ServiceTitan Academy to enroll in Modifying Memberships

• See Set up deferred revenue for membership types

• See Edit customer memberships