Renew, Edit, Pause/Extend, Stop & Cancel Subscription Plan on Client’s Info Page

Renew, Edit, Pause/Extend, Stop & Cancel a Subscription Plan from Subscriber Info Page
The following actions can be taken on a client’s subscription plan:

a) Renew – Renew the plan manually. You may change the plan, class, and start date.
b) Edit – Modify plan details such as class allowed, discount, and start date (only if no payment is made).
c) Pause/Extend – Temporarily pause and later extend the end date to compensate.
d) Stop – Use when the client discontinues midway or to disable auto-renewal.
e) Cancel – Use if the client was incorrectly added to a plan.

📌 Steps to Perform Any of These Actions:

1. Go to Home, click on Clients
2. Click on the individual client and open the Plans tab
3. Click the 3-dot icon (⋮) next to the plan
4. Select the desired action

🔁 a) Renew Plan

• Click the 3-dot icon next to the plan you wish to renew
• You’ll be redirected to the Subscription Renewal page
• The plan, class, start date, and discount will be pre-filled from the previous subscription (you may edit them)
• Click RENEW to confirm

✏️ b) Edit Subscription
You can edit classes allowed, discounts, and the start date.
Note: Changing the discount recalculates the pending amount automatically.

• Click the 3-dot icon next to the plan
• Select Edit
• Make the necessary changes
• Click SAVE at the top right

⏸️ c) Pause / Extend Plan
Example: If a client is unavailable for 5 days due to exams, you may pause for that period and extend accordingly.

• Click the 3-dot icon next to the plan
• Select Pause
• On the Pause page, choose the pause from and up-to date
• Optionally, update the revised end date
• Mention the reason and click Pause/Extend

⛔ d) Stop Plan
Use when:

• A client discontinues midway
• You want to stop auto-renewal
  (Their info stays in your client list)
• Click the 3-dot icon next to the plan
• Select Stop
• Enter the stop date
• Enter a revised fee (optional — system will recalculate dues)
• Mention a reason and click STOP

📌 Note: Clients stopped this way won’t renew automatically even if auto-renew is enabled. They’ll be removed from the Renewals list.

❌ e) Cancel Subscription
Use if a subscriber was added or renewed by mistake.
Canceling also cancels their fees and attendance.

• Click the 3-dot icon next to the plan
• Select Cancel
• Enter cancellation charges, if any
• Add a reason for canceling
• Click CANCEL

💡 Example:
If a ₹1000 plan is canceled and ₹200 is the cancellation fee, enter 200.
The system updates the pending amount to ₹200 instead of ₹1000.

📌 Note: Cancelling a plan deletes all attendance records for that subscription.