1. Access Clients List
From the 🏠 Home page, go to Quick Actions and click Clients to open the full client list.
2. Select Clients
You’ll see a list of all clients. To enable or disable auto-renew for specific clients, click the checkbox next to each client’s name.
To apply to all clients, click the checkbox at the top-left corner (next to “Name”).
3. Open the Action Menu
Once clients are selected, an Action button appears in the top-right corner.
4. Enable or Disable Auto Renew
Click the Action button. A dropdown menu will appear.
- Enable Auto Renewal
- Disable Auto Renewal,
depending on what you want to do.
⚠️ Make sure to double-check selected clients before applying bulk changes.