Let members cancel without a support ticket.

A member clicks cancel in their account. A form retrieves their billing account through an API and redirects them to the hosted page where they can continue the cancellation.

Cancel subscription Account lookup
LMS member
mira.moon
Billing account
mira.moon · Annual

Billing details loaded through the API.

Hosted billing page Continue to billing
Cancellation continues on the billing platform

Illustrative experience

  • Account details from your LMS
  • Live data from the billing API
  • Continue on the hosted billing page

The finished experience

Two clicks, and they are on the page that can do it.

Members reach their own billing page without emailing anyone, and the handoff runs in your forms instead of middleware you cannot open.

A good fit for
Membership sites, course platforms, and anyone whose billing lives in another service.

  1. 1

    Pass the account details to the form.

    In the source build, the Cancel Subscription link passes the member’s username and user id from the LMS to Gravity Forms through query parameters.

    Gravity Forms

  2. 2

    Read their account from the billing platform.

    An API Alchemist Populate Anything endpoint uses the user id to fetch the Recurly account. Populate Anything puts the returned username and hosted billing link into fields.

    GC API Alchemist

  3. 3

    Continue on the hosted billing page.

    Use a Gravity Forms redirect confirmation to send the member to the returned hosted billing link. Cancellation happens on your existing billing platform. For an optional username comparison, Advanced Conditional Logic can condition a non-default redirect on a match and leave the default confirmation as the error fallback.

    Gravity Forms

What you’ll need.

Start with Gravity Forms. Add the capabilities this solution needs, then make the experience your own.

Taking it further

Add these optional plugins when your project calls for more.

Before you start

  • User accounts and a billing platform with API credentials and a hosted account-management page.
  • Configure account access so members can retrieve only their own billing link. URL parameters and matching usernames do not establish account ownership.

Get this built.

This solution spans two suites, so it takes two licenses — bought one at a time, in either order.

Required

  • GC API AlchemistConnect

  • GP Populate AnythingPerks

Optional

Gravity Perks Basic $59 /year

Covers this on one site. More sites need Advanced or Pro.

Gravity Perks Advanced $169 /year Taking the optional perk too makes it 2 in all, which needs Advanced.

Gravity Connect Basic $59 /year

Covers this on one site. More sites need Advanced or Pro.

Separate licenses, separate checkouts. Start with either one.

See plans for this solution

Every plan renews at the same price, and you can upgrade any time for the difference.

Make it fit
your project.

Which billing platform does this need?

The source build uses Recurly. Another platform needs an API that returns the account details and hosted billing URL your form requires.

Does this require GP Advanced Calculations?

No. The account lookup and hosted-page handoff require API Alchemist and Populate Anything. The customer used Advanced Calculations for an extra username check. A current optional alternative is Advanced Conditional Logic’s field-to-field comparison on a non-default redirect confirmation, with the default confirmation handling a mismatch. Neither method proves account ownership.

What does the source build’s username check verify?

It compares the username passed in the LMS link with the username returned by Recurly. Matching those values does not by itself authenticate the visitor or establish that they own the billing account. Account access must be configured for your membership and billing systems.

Can it do more than cancel?

The same API lookup and hosted-page handoff can lead to a plan change or payment-method update when the billing platform provides those actions on its hosted page.

  • Clay, CTO
  • Dan, Content Sorcerer
  • Dani, Product Manager
  • David, Founder & CEO
  • Matt, Senior Support Wizard
  • Roxy, Support Wizard

Not quite your build?

Tell us what you are making and we will work out which pieces it takes — or tell you straight if this is not something we can do.

Ask the wizards