Full customer name Customer's email address Helpscout ticket URL What is the customer cancelling?* Course Insiders membership What's the reason for cancelling?* The customer asked Final failed payment notification DOUBLE CHECK: See if the customer made a successful purchase in a different order form by looking at the customer's Infusionsoft record and checking in the orders tab. If they did, please remove all failed payment tags that were added to their account. For Course payment plans* Edit the payment plan to stop auto charging Account doesn't have a payment plan Infusionsoft steps for Course cancellations* Refund the payment (if within 14 days) Add the Bot Academy Course-Canceled tag Infusionsoft steps for Insiders cancellations Refund the payment (if within 30 days) Find the subscription and change status to inactive Add the Bot Academy Insiders: Canceled tag (applies to Insiders add-ons too) Wishlist Member (course members)* Find customer and cancel from the Complete or Complete Plus level Wishlist member (Insiders)* Find customer and cancel from the Insiders level Not found in Wishlist Member because Insiders add-on cancelled before charge Do you have the customer's Manychat ID?* Yes No Find the Manychat account by name* Click here to search for the person by name in the Audience section Remove the Insiders-Member tag Add the Insiders-Cancelled-Member tag Can't find by name Manychat* Use this link to find the profile https://manychat.com/fb1340335272679904/chat/ManychatID-goes-here Remove the Insiders-Member tag Add the Insiders-Cancelled-Member tag Facebook* Remove customer from the paid group Can't find the customer in the paid group Didn't remove, customer still Insider member Didn't remove, customer joined big course before June 2019 change Facebook Ledger* Mark checkbox for "removed" on the ledger Not listed in the ledger If customer was removed from the private FB group, check the Facebook Ledger to mark them as removed also. Have the Wordpress user ID Find them in the Ledger by the user ID under Column G Mark checkbox for "removed"
