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 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* 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 (applies for Insiders add-on too) Facebook* Remove course customer from the paid group Can't find the customer in the paid group
