How to Cancel a Subscription in the Future

To properly cancel a client without removing past or upcoming cleanings, set a lost date after their final cleaning. This ensures all past jobs remain while future ones stop automatically.

Step-by-Step: How to Cancel a Client

• Pull up the customer profile.

• Go to the Subscriptions tab.

• Do NOT cancel using “Mark as Lost” from the main menu.

• Instead, click Details under the subscription.

• Review scheduled cleanings on the calendar.

• Identify the final cleaning date (e.g., August 6th).

• Click Options → Mark as Lost.

• Enter a Lost Date (e.g., August 7th, the day after the final clean).

• Add a reason (e.g., “Moving,” “No longer needing service”).

• Click Cancel Subscription.

---

Notes

• All jobs up to the lost date remain on the schedule.

• Jobs after the lost date are automatically canceled.

• This method keeps client history and reporting data intact.