How to Turn Automatic Renewal off in My LeadLocate

Automatic renewal is what keeps your store's subscription running from one billing date to the next. Switching it off is a cancellation, and cancellations need at least 10 days notice before your next billing date, so read this before you click.

1. Sign in as the account admin

   Automatic renewal lives on the account portal, not in the CRM, and only a login with billing rights can change it. Press Sign In with the email your store used at signup, or use the sign in link sent to your email or the code sent to your mobile. Account Settings tells you who the account admin and the billing contact are if you are not sure.

2. Open Products and Subscriptions

   Click Products & Subscriptions in the menu. Every subscription your store holds has its own card with its status, an Automatic Renewal switch and a Cancel Service button. A dealer group with several stores often has more than one subscription on the same login, so read every card before you touch anything.

3. Check the 10 day notice

   Every card states the rule: cancellations must be requested at least 10 days before your next billing date. If that date is 10 or more days away, the next charge does not run. If it is sooner, that charge still processes as scheduled and your service stays active through the period it covers. Transactions on the Billing page lists every payment with its date, and your plan bills on the same calendar day every month.

4. Switch automatic renewal off on the right card

   Turn the Automatic Renewal switch off on the subscription you mean, or press Cancel Service on the same card. Both open the same cancellation dialog, because turning renewal off and cancelling are the same instruction in different words.

5. Read the terms, tick the box and confirm

   The dialog lists what happens under Before you cancel, including the last date inside the 10 day notice window. Tick the box confirming you understand the 10 day notice, type the word cancel, then press Yes, Cancel My Service. Press No, Keep My Service to close it with nothing changed.

6. Keep your confirmation

   A confirmation number appears as soon as the request is saved; keep it for your records. The card now reads Cancels at the End of Agreement, the Automatic Renewal switch shows OFF, and the button changes to Cancellation Processed Click HERE to Request Reactivation. Anyone on your account who opens the portal sees the same status.

7. Change your mind before the period ends

   Press Cancellation Processed Click HERE to Request Reactivation on the same card and your account manager picks it up, or open Create Support Request and say you want the subscription to keep renewing. Ask before your paid period ends and your users, tracking numbers and customer records carry on exactly as they are.

You need a login with billing rights on My LeadLocate, which is the account admin or the billing contact your store named at signup. A CRM user login opens the products, not the billing, so if the switch is not on your screen the fix is usually the login rather than the account.

Know which subscription you mean. A dealer group that runs several rooftops on one account can hold more than one subscription, each on its own card, and each add on renews with the subscription it belongs to. Read every card once before you change anything, and if two look alike, ask your account manager which store each one serves before you cancel.

Know your timing. Cancellations need at least 10 days notice before your next billing date, as section 6.1 of the Terms of Service sets out. Your plan bills on the same calendar day every month, so the date of your most recent payment under Transactions on the Billing page tells you the next one. Request the cancellation 10 or more days ahead and the next charge does not run. Inside those 10 days, that charge still processes as scheduled and your service stays active through the period it pays for.

Know, too, that this is a cancellation with a later date on it. If what you actually want is one quiet cycle instead of an ending, Skip A Month is the plan for that, and it keeps everything in place. The pricing page lists it next to the rest of the plans.

The full terms before anything is saved, then a clear status. Under Before you cancel, the dialog spells out the 10 day notice, names the last date inside the notice window counted from today, and confirms that your service stays active through the end of your paid period. Nothing is saved until the box is ticked, the word cancel is typed and you press Yes, Cancel My Service. After that, a confirmation number appears on screen, the card on Products & Subscriptions reads Cancels at the End of Agreement, and the reactivation button sits on the same card.

Billing follows the agreement. A charge due inside the 10 day window processes as scheduled, and Transactions keeps every payment your store has made, because the history stays whatever the subscription does. You will also receive a cancellation notice for the recurring payment from the payment provider, confirming the same request. Until your paid period ends, every login, every user, every tracking number and every record in LeadLocate CRM works exactly as it did this morning. You paid for the period and the period is yours.

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Because it is one. Automatic renewal is the thing that carries the subscription from one billing date to the next, so switching it off is the instruction to end the subscription when the current paid period runs out. Rather than letting that sit quietly in a settings page and surprise someone in six weeks, the portal says it in the same words a cancellation uses, puts the 10 day notice in front of you with the exact date it applies to, and asks you to confirm twice: once with the box, once with the word.

That is deliberate, and it is the behavior every store should want from a vendor holding its customer records. Nobody at the store wakes up to a subscription that ended because a manager clicked a toggle they read as a billing preference. The status stays on the card where the owner, the controller and the rep can all see it, and a reactivation request is one button away.

There is no renewal control on your screen. You are signed in as a CRM user rather than as the account admin or billing contact. Check the names on Account Settings and sign in with the email that owns the subscription, or ask that person to make the change.

You cancelled the wrong subscription. Press Cancellation Processed Click HERE to Request Reactivation on that card right away, then repeat the steps on the card you meant. Your account manager puts the first one back to renewing and nothing on it is lost.

Yes, Cancel My Service does nothing. The dialog stays open until the box is ticked and the word cancel is typed exactly, and it marks whichever one is missing. Tick the box, check the spelling and press it again.

The card still shows renewal on. The dialog was closed before it was confirmed, or the portal reported that your cancellation was not saved, so nothing changed. Refresh the page and walk the steps again.

You want a smaller plan, not an ending. Open Create Support Request and say what the store needs for the next quarter. Plans, zones, seats and add ons all move, and your rep will reshape the account with you. Press Schedule a Call if you would rather do it out loud, and watch Support Requests for the reply.

The My LeadLocate page walks the rest of the portal: invoices, receipts, the payment method on the account, service credits, the file library and which users can launch which products. The LeadLocate Help Center has the companion guides for skipping a month, updating the payment method on the account and pulling a receipt.

Before you end a subscription over price, it is worth seeing what is already included in the one you have. The texting, the calling, the calendar, the credit application intake, the website tools and the desking worksheets all sit inside the platform you are paying for, and most stores are using a fraction of it. Anything your store needs that is not there is available on request, and our team puts it in production for your dealership.

Make the change yourself rather than asking a salesperson to do it, because the person who ticks the notice box should be the person who knows the billing date. Decide two weeks before that date and the 10 day notice is never a race. Save the confirmation number and a screenshot of the card in the accounting folder the same day. Tell your rep why, in one sentence, on a ticket: half the time there is a plan that fits better and the store stays. And if the reason is a quiet season rather than a decision, skip a cycle instead and keep every record your store has built.

Does turning automatic renewal off end my service right away?

No. Your service stays active through the end of the period you have already paid for, and the subscription reads Cancels at the End of Agreement until then. Every login and every record works normally in the meantime.

How much notice do I need to give?

At least 10 days before your next billing date, as section 6.1 of the Terms of Service sets out. A charge due sooner than that still processes as scheduled, and your service stays active through the period it covers.

What does the cancellation dialog ask me to do?

Tick the box confirming you understand the 10 day notice, type the word cancel, and press Yes, Cancel My Service. No, Keep My Service closes it with nothing changed, and the same dialog opens whether you use the switch or Cancel Service.

Why does the screen call it a cancellation?

Because that is what it does. Automatic renewal is what carries the subscription into the next term, so switching it off ends the subscription at the end of the current one. The portal says so plainly instead of hiding it in a settings page.

Can I turn automatic renewal back on?

Yes, by requesting reactivation before your paid period ends. Use the reactivation button on the same subscription card, or open a support request and say you want it renewing again. Your users, numbers and customer history carry on as they are.

What if I only need one quiet month?

Ask for Skip A Month instead. It is a plan that holds the account for one cycle and keeps your CRM, tracking number and history in place, then your full plan comes back.

Plans, zones and seats all move on My LeadLocate, and a quiet cycle has a plan of its own. Talk to a rep about the shape that fits your next quarter.

Prefer to talk right now? Call or text 844-376-2274.