Update as of July 2025: Added the ability to allow customers to cancel an auto renewable membership through the member experience.

💡 Need help building a membership from scratch?

Check out our step-by-step guide below on how to create a membership product to ensure everything is set up correctly before enabling auto renew.

📝 Overview

This article explains how Auto Renew Memberships work, including how to configure them, manage billing cycles, and process EFT (ACH) payments. It also introduces the new "Click to Cancel" feature, which allows members to cancel their auto-renewing memberships directly through the Member App. This enhancement ensures your business meets current regulatory standards for recurring subscriptions, while also improving transparency and self-service for your members.

Use this guide to confirm your membership setup supports smooth renewals and aligns with industry compliance expectations.

⚙️ Setting Up Auto Renew

Click the arrow to automatically renew and collect membership fees

Create a membership product with Auto Renew enabled at the product level.
If an Add-On (e.g., activation fee) is automatically included at signup, it will be charged on the initial purchase only, not on subsequent renewals.
Collect payment information from the customer:
- Credit card
- ACH/Bank account (for EFT payments)

📌 Important: Auto Renew will not trigger if the member does not have valid payment information on file.

🧾 How Billing Works

Click the arrow to learn more

Memberships renew on the expiration date, generating a new invoice for the membership cost.
The system applies the customer’s payment schedule to that invoice.
Payments are collected on the customer’s designated Bill Day of the month.

🏦 EFT Payments (ACH)

If your organization wants to offer ACH (bank account) payments for Auto Renew Memberships, you’ll need to set up and use GoCardless, our supported provider for secure, automated bank transfers.

GoCardless

✅ Benefits of Using GoCardless

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Automates ACH collection — no manual bank uploads or spreadsheets required
Supports recurring payments, making it ideal for auto-renewing memberships
Seamless integration with Dash
Provides a self-service authorization flow for customers

🧩 Getting Started

Click the arrow to learn more

You’ll need to complete a one-time GoCardless setup from your System Settings
Customers can then choose “Bank Account (ACH via GoCardless)” during checkout or from their profile
Once authorized, payments will be processed automatically just like with a credit card

❌ Click to Cancel Feature

Members now have the ability to cancel their own auto-renewing memberships directly through the Member App, providing a more convenient and flexible self-service option.

This enhancement improves transparency and gives members better control over how and when they are billed—without needing staff assistance.

⚙️ Setting up Click to Cancel

Click the arrow to view the new checkbox within the Membership Settings

When setting up a membership product, enabling the Auto Renew toggle will reveal the new checkbox option: Allow click to cancel.

This must be selected to give members the ability to cancel their recurring membership directly through the Member App.

📧 Automatic Email Notification

Click the arrow below to preview the email template sent to customers

What the email includes:

The name of the canceled membership

The date Auto Renew was disabled

The end date of the active membership (it remains valid through the original expiration)

A button to log in to their account for further management

This helps ensure transparency and gives members a written confirmation of their cancellation action.

🛠 Admin-Side: Cancel Auto Renew for a Customer

Click the arrow to learn how to cancel an auto renew membership

Staff can also turn off auto-renew for a customer’s membership directly from the Customer Profile Page in the admin dashboard.

️✏️ Steps to Cancel Auto Renew:

Navigate to the customer's profile and find their active auto renew membership.
Click Edit next to the membership.
Uncheck the Auto Renew box and click Save.
A prompt will appear asking if you'd like to send the Auto-Renewal Cancellation Email. Click OK to send the email to the customer.
After these steps, the membership will now display Auto Renew: No on the customer’s profile.

📱 Member App Capabilities

Members can now manage their recurring memberships directly within the Member App:

Click the arrow to learn more

View all active recurring memberships and their expiration dates.
See the current Auto Renew status.
Cancel/disable Auto Renew (if the account is in good standing).

🙌 This ensures your business stays compliant while empowering members with self-service tools.

👀 What Members See

Click the arrow to see how members cancel auto-renew

From the Member Dashboard, customers can click the “Memberships & Passes” tab on the left-hand menu. This section displays all active memberships associated with the account.
If a membership is set to Auto Renew and the Click to Cancel option has been enabled by the organization, the customer will see a "Cancel auto-renewal" link beneath the membership details.
Clicking "Cancel auto-renewal" opens a confirmation dialog asking the member to confirm the cancellation.
Once confirmed, a second message appears confirming the cancellation and listing the expiration date of the current membership and an email confirmation will be sent to the customer.
The membership tile now displays “Auto-renewal cancelled” along with a “Resume auto-renewal” button, allowing members to restart the renewal process if desired.
If the customer decides to resume the auto-renewal, this confirmation window will appear.