Expire a Member

If a member cancels their membership, you can mark them as Expired in your InTouch Follow-Up (and renew them if they join again). When you expire a member, future Referral Sales Follow-Up and Retention calls, texts, and emails will stop. 

For clubs whose InTouch Follow-Up is integrated with ABC DataTrak, there is a Smart Match feature called Member to Former Member. If you have this feature enabled (this is a standard feature that very few clubs disable), when you cancel a member in DataTrak, Smart Match will automatically cancel that member in InTouch Follow-Up.

To expire a member:

1. Find the member (with the blue icon) and click on their name
2. Click Expire Member and confirm your action
3. The expired member will then have a red icon and can be found under Members > Former Members

To renew an expired member:

1. Find the member under Former Members and click on their name
2. Click Renew Member and confirm your action
3. This will put the member back into their original follow-up schedule by keeping their original join date.

This feature was released in version 5.15.0