End a Membership Term

Staff can select a date on which to end a membership, without the need to cancel or issue a refund. 

These instructions should only be followed if you wish to end a membership without canceling the membership or issuing a refund. If you need to cancel or refund see The Order Process in Staff View.

  1. In the tab bar, click App Launcher, or in Salesforce Classic, click   Nimble AMS, Staff View, Button, All Tabs
  2. Click Memberships.
  3. Select a list view—like All Memberships - Current—and click Go!
  4. Click Edit next to the membership that needs to end and populate the End Date Override.
  5. Click Save.

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