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Cancelling Fleet Accounts

A
Written by Aben Ricks
Updated over 4 months ago

Cancelling Fleet accounts can be completed through the main configuration page for the Fleet.


To cancel a fleet, follow these steps:

  1. In the portal, click Fleet Accounts, under Users & Accounts.

  2. Search for the Fleet account and select it.

  3. Scroll to the bottom of the page, and select Cancel Subscription.

  4. In the following pop-up, fill out the following:

    • Cancel Date - Select one of the two options:

      • Cancel immediately - immediately cuts off access to member services (Note: this does not refund or credit the customer)

      • Cancel at period end - sets plan cancellation at the natural end of the customer's billing period.

    • Reason - use this dropdown to capture why the customer is canceling (Note: this option appears in reporting and the account's comments)​

    • Comments - add a comment for your organization's records; this will appear in reporting and in the comments section of the customer's portal account.

  5. Click Update to confirm the cancellation.

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