--- title: "Cancel and delete customer memberships" slug: "cancel-and-delete-customer-memberships" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Residential"] updated: 2026-10-16T01:12:56Z published: 2026-10-16T01:12:56Z canonical: "help.servicetitan.com/cancel-and-delete-customer-memberships" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Cancel and delete customer memberships ## Overview If a customer no longer uses their membership, you can cancel it and keep it on file in case they change their mind and want to reactivate it later. If a membership is added by mistake to a customer’s account, you can permanently delete the membership from the system. --- ### ****Who uses this feature**** - Office employees - Primarily benefits Residential Service and Replacement business types - Applies to all trades ## Things to know - 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](/residential-s-r/docs/create-a-refund-adjustment-invoice-and-issue-a-refund). ## Cancel a customer membership 1. [Search](/residential-s-r/docs/use-search-in-servicetitan) and open the customer record whose membership you want to cancel. ![customer name](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-e67ivpze.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D) 2. In the *Membership* section, click the membership you want to cancel. ![membership type](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-ciqzcpcu.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D)The membership record opens. 3. Click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-k9zb22km.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D)**. ![membership details including customer status, billing dates, and contact information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-sgtuhyxz.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D)The *Edit Membership* screen opens. 4. Click the **Status** dropdown and select **Canceled**. ![Editing membership details including status, dates, and cancellation options for HVAC service.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-1gnob8pe.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D) 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] > Note: If you do not select a date, the membership is canceled the same day you save your changes. ![Editing membership details including type, business unit, and cancellation date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-324k8pr0.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D) 6. Click **Save**. The membership is now canceled. ![User interface showing options to add service, save changes, or cancel actions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-y00lhfng.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D) ## Delete a customer membership 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](/residential-s-r/docs/use-search-in-servicetitan#search-for-records) for and open the customer record for the membership you want to delete ![customer record](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-5gzhud0f.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D) 2. In the *Membership* section, click the membership you want to delete. ![membership name](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-53mms1we.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D)The membership record opens. 3. Click Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-jahs9xx1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D). ![Edit Membership page](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-70kou1i6.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D)The *Edit Membership* screen opens. 4. Click the **Status** dropdown and select **Deleted**. **![Editing membership details with status set to 'Deleted' in the dropdown menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-hml7lgjy.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D)** 5. Click **Save**. ![User interface showing options to add service, save changes, or cancel actions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/cancel-and-delete-customer-memberships-image-mb7pr6m3.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A49Z&se=2026-11-09T12%3A29%3A49Z&sr=c&sp=r&sig=2Tic1gDlesjc8Keg2ftdXgXBLtOzNJwBglsN8AFje5I%3D) 6. Click **Delete** in the pop-up to confirm the deletion. ## ## FAQ --- ### #### Is it possible to restore a deleted membership? It's intended for customer memberships to stay hidden and inactive when deleted. There is no way to make a deleted membership reappear. To prevent an office user from deleting a membership, you can remove their *Edit Customer Membership* permission, but removing this permission removes their ability to edit active customer memberships. #### If membership is canceled, is it expected for the recurring services and events to disappear? In this case, only recurring events with a **Not Attempted** or **Dismissed** status should disappear. Recurring events that have been booked into a job with any job status, and recurring events where there are follow-ups logged in should stay visible in the customer's membership. ## Want to learn more? - See [Set up deferred revenue for membership types](/residential-s-r/docs/set-up-deferred-revenue-for-membership-types) - See [Edit customer memberships](/residential-s-r/docs/edit-customer-memberships)