Inactivating or Reactivating a Cancellation Reason

An item should be made inactive if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

When you inactivate a Cancellation Reason:

  1. Appointments already canceled with this Cancellation Reason remain unchanged in the Appointment Book.
  • It is no longer selectable from any forms or menus.
  • It can still appear in reports.
  • It does not appear in search results unless Inactive is selected from the Advanced menu.
  • If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.

To inactivate a membership Cancellation Reason

  1. Locate the Cancellation Reason and select it.
  2. Select Edit.
  3. Under Status, select the Active switch to toggle it to Inactive.

  1. Select Save.

To reactivate a membership Cancellation Reason

Tip: Remember to select Inactive from the Advanced Search menu to search for inactive items. Also remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.

  1. Locate the Cancellation Reason and select it.
  1. Select Edit.
  2. Under Status, select the Inactive switch to toggle it to Active.

  1. Select Save.