Overview
In some cases, the initial link from the Learn to Skate platform and DaySmart Rec may have not worked and you would like to unlink the customer and re set the membership up again. An example of why you may need to do this is if the parent accidentally liked their profile or the wrong child. In order to do this, you must delete or unlink the membership they currently have in the system.
How
The staff member must have the "Delete Membership authorization attached to their User role in order to unlink the Learn to Skate membership.
Next, you will need to go to the customer profile on the Admin side that needs to be removed.
Pending Status
If a customer's membership is in the "pending status" and has not fully been linked to DaySmart Recreation, you can click on the "Delete" button. A text box will appear to confirm if you really want to permanently delete the membership.
Active Status
In the case where a customer's membership has already been linked (DaySmart Recreation and Learn to Skate), there are a couple steps that need to be done in order to disconnect the relationship.
From the DaySmart Admin side, go to the customer profile where you need to unlink the membership from. If it says "Active" or "Expired" we will need to first unlink the membership from DaySmart, Click on the "Delete" button. A text box will appear to confirm if you really want to permanently delete the membership.
Next, the customer will need to log into their Learn to Skate account here.
Go to "My Profile" on the left hand menu.
Scroll down to the bottom of the page until you see the "Linked" accounts. Click "delete" for the DaySmart linked account.
Audit Log
A new drop down option has been added to the Audit Log. If you select "View changes to : External Memberships", you will be able to see these updates.
