💡This guide is for business owners looking cancel their TeamUp account.
If you are a customer of a business please contact the business in question to assist you.
I want to cancel my TeamUp account but my business will remain open
⚠️ Complete the following steps if both the below statements are true:
I want to cancel my TeamUp account
My business is remaining open
Head to Settings >> Subscription Fees >> click "Cancel Account?", and complete the required steps.
I want to cancel my TeamUp account because my business is closing
Complete this form and select reason "business is closing" when prompted.
🚨 If your business is remaining open it's important you complete the steps under "I want to cancel my TeamUp but my business will remain open" to ensure we can give you the correct steps to transition away from TeamUp smoothly.
Freezing your account
If you'd like to hold/freeze/pause your TeamUp account, please email [email protected] with the details including desired length of freeze so we can assist.
We are here to support you and your business whatever the outcome.
FAQ
What Reports Should I Download Before Closing My TeamUp Account?
What Reports Should I Download Before Closing My TeamUp Account?
Before your account is closed, we recommend downloading the following reports:
Customer Reports: Navigate to Customers > Export Filtered List > CSV. This report provides a comprehensive list of all customer details, which can be useful for maintaining your records.
Membership Reports: Access relevant membership details by going to Memberships > Reports. This information helps ensure you have records of all active and past memberships.
Billing and Revenue Reports: Retrieve financial records from Reports > Invoices. Ensuring you have this data can be critical for accounting or tax purposes.
Exploring Additional Reports
Beyond the key reports listed above, you should explore other reports available in your account’s Reports Section. Depending on your business needs, other reports might be equally valuable for post-closure reference.
Helpful Tips
Start reviewing and downloading these reports well in advance of your account closure date to avoid any last-minute issues.
If you have a large amount of data, consider using external storage options to save the reports securely.
By following these steps, you can ensure a smooth transition and keep all necessary records safe for future use.
Cancel any classes you don't want to receive any more bookings for
Cancel any classes you don't want to receive any more bookings for
See our support guide for steps: https://support.goteamup.com/en/articles/9327573-bulk-cancel-classes-between-two-dates
What will happen to my payments?
What will happen to my payments?
No new payments will be initiated once the account is closed. After your account closes, you’ll need to manage and collect future payments directly through your new provider.
There are some important things to note dependant on your payment processor though.
GoCardless
Payments are submitted to GoCardless seven days before their due date. If your account is closed and payments are already pending with GoCardless they may continue to process.
You can attempt to cancel them by following the steps outlined HERE. Please be aware that cancellations are only possible for about 24 hours after submission — after this period, even GoCardless cannot stop the payment.
Once a payment has cleared, you can issue a refund directly to your customer if needed via TeamUp if your account is still open, or GoCardless if your TeamUp account is closed.
Stripe
If your customers’ payments are collected via Stripe, these will continue to be processed as normal up to the closure date. You can, however, stop any upcoming payments manually or by placing your customers on hold if needed.
Put any customer memberships on hold you no longer want to charge
Put any customer memberships on hold you no longer want to charge
If you don't want to charge your customers for any future payments not already initiated before your account closure date see this guide for steps: https://support.goteamup.com/en/articles/9327402-how-to-put-memberships-on-hold-in-bulk
Set memberships to not for sale
Set memberships to not for sale
If you don't want to sell any more memberships before your account is closed you can set them to not for sale. See this guide for steps: https://support.goteamup.com/en/articles/9327388-update-membership-for-sale-status