💡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?
If you’re planning to close your TeamUp account, it is important to download certain critical reports for your records. This guide provides a detailed explanation of the essential reports you should download and how to access them.
Key Reports to Download
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 Billing/Revenue > Reports. 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.