How do I remove people from products?

If you need to remove a person from a product, for example if they have joined the wrong class or have ended a subscription, you can perform this action from within the Contacts section

Steps:

Navigate to Home > Contacts
First select the product from the left sidebar that you want to remove the person from
Once you have selected the product, select the person from the list of contacts on the right
Open the Manage menu from the left sidebar and choose 'Remove from product'

remove from product

Choose your options
- When removing a person from a product you can choose from when you want them removed.
  
  For example, if the person has given a week's notice, and choose whether you wish to credit the person any fees.
Click Preview Changes
The next window allows you to select the contact(s) and finalise your decisions (the details on these options are outlined below)
When complete, click "Perform selected actions" to remove the contacts from the product

Items marked with an asterisk (*) will only appear for products with a schedule

Schedule* - Let's you choose which schedule to remove the contact from
From* - Choose specific days, dates and times to remove the contact from
- All future calendar entries - Removes the contact from all scheduled entries
- Specific calendar entries - Removes the contact from the selected dates only
- From (and including) a specific calendar entry - Removes the contact from all relevant days from the schedule from the date included
Credit account - Choose your credit options
- No credit required - No credit will be applied to the account
  - This can be overridden before finalising the removal
- Credit according to product price and billing - will default to crediting at the standard price rate of the product
  - This can be overridden before finalising the removal

- Credit fixed amount - allows you to set a custom amount to be credited
  - This can be overridden before finalising the removal

Fixed amount (only appears if "Credit fixed amount" is selected) - lets you set a value to be credited.
- This can be overridden before raising the order

Before submitting the product removal, you will first need to "Preview changes"; this step includes some further options:

Select the contact on the left side to edit the options at the top of the window:
- Edit credit amount - lets you set a final value to be credited
- Remove actions - lets you remove the contact from the processing
Type - will display if the contact has is on order, or has been invoiced, if they've paid and so on
- This will limit the options you have next. If the option isn't selectable it means it isn't possible
Cancel order - if the contact has an upcoming order (ie. has not been invoiced), you can choose to cancel the order, before it has been turned into an invoice
Cancel invoice - if the contact has been invoiced, you can choose to cancel the invoice here
- If you'd like to keep the invoice outstanding for the contact to pay, do not cancel the invoice
Raise credit - Allows you to confirm that you'd like to raise credit based off the options
Issue refund - Allows you to issue a refund for the purchase.
Suspend renewal - Allows you to suspend all future renewals for this product - this of this option as being a 'pause' on their billing. Use this option if the person may be returning to the class, for example after an injury lay-off
Full removal - Will fully remove all connections between this contact and the product you are removing them from; you will need to add this person again to the product in the future.