This article covers the most common administrative actions for client memberships: pausing, canceling, and extending. The goal is to help you pick the right approach and the right financial outcome for each situation.
Quick overview: which action to use
Pause membership when a client is temporarily unable to attend (extended illness, vacation, break).
Cancel membership without canceling the order when you're ending the membership but not refunding the last order.
Cancel membership with order cancellation when you're ending the membership and also need to handle a refund.
Extend membership when you want to give the client additional time (e.g., as compensation or to continue after a pause).
Pausing a membership
When pausing, you specify a from–to period. The system recalculates the actual membership validity accordingly.
When to pause
The client wants to keep their membership but won't use it temporarily.
You don't want to cancel the order or deal with a refund.
Things to watch out for
The "to" date must be the same as or later than the "from" date.
The pause period should make sense relative to the current membership validity.
After saving, always check the new validity date in the client's detail.
Canceling a membership: with or without order cancellation
When canceling a membership, the system works with the last membership order. Depending on your choice, this order may or may not be canceled.
Option A: cancel only (without order cancellation)
The membership ends, but the paid amount from the last order stays as is. Use this when you and the client agree on ending the membership without a refund.
Option B: cancel and refund (cancel the order)
The membership ends and the last order is also canceled, triggering a refund process. Use this when the client is entitled to get their money back.
Tip: Before confirming a cancellation, always check the payment status and payment method of the last order (card / bank transfer / cash). This helps you pick the right refund approach.
Extending a membership
Use this when you want to add more time to a client's membership (e.g., as compensation or to bridge a gap after a pause).
After extending, check the new validity date.
If the membership was previously paused, verify that the resulting date matches your expectations.
Common scenarios
Client was ill for a month and wants to resume
Use pause membership for the specific period. After the client returns, they continue without needing a new purchase.
Client wants to end their membership without a refund
Use cancel without order cancellation.
Client wants to end their membership and get a refund
Use cancel with order cancellation and then complete any manual refund (bank transfer, cash) based on the payment method.
FAQ
When should I choose order cancellation during membership cancellation?
When the client should get their money back or you need to financially close the order as canceled. If you're not refunding, use cancellation without order cancellation.
After pausing, the membership validity date is different than expected
Check whether you entered the correct from–to period and whether a previous pause or extension affects the result.
Should I cancel the membership first or handle the payment first?
Decide on the financial outcome first (refund or no refund), then choose the right cancellation option. This prevents incorrect order statuses.
Related articles
Note: Zenamu does not support automatic recurring payments (see article 13644944).
