The following actions can be taken on a subscription:-
- a)Renew the client’s plan manually. You may change plan, class and start date.
- b)Edit the client’s plan, class allowed, discount and start date. Plan can be edited only if no payment is made.
- c)Pause/Extend the subscription plan if the client is taking a break. You may extend the end date to compensate for the break.
- d)Stop Plan if a client wishes to discontinue midway or to disable their auto renewal at the end of subscription.
- e)Cancel subscription if a client was added incorrectly to a plan.
Steps to perform above actions:-
- Go to Home, click on clients
- Click on an individual client and go to the Plans tab
- Select the desired action
a) Renew Plan:-
- Click on the 3-dot icon on RHS next to the plan you wish to renew
- It will direct you to the Subscription renewal page with a plan, class, start date, and discount pre-filled as per the last plan subscription of the client. You may change all of the above details.
- After making changes, if any, click on RENEW
b) Edit subscription:-
You can edit classes allowed, discounts, and the start date for the client’s selected plan. Change in Discount amount results in automatic recalculation of the pending amount.
- Click on the 3-dot icon next to the plan you wish to edit
- Click Edit
- Make the necessary changes and then click on SAVE on top of RHS
c) Pause / Extend Plan:-
Ex For clients who can’t come due to exams for 5 days, you may pause them for that period and extend their plan subscription by 5 days.
- Click on the 3-dot icon next to the plan you wish to pause/extend
- Click Pause
- On the Pause page, select pause from and up-to-date
- You may extend the period (Optional) by entering the revised end date, otherwise, it will automatically fill in as well.
- Mention the reason for future reference and click on pause/extend.
d) Stop plan:-
Use if:
- Your client decides to discontinue midway.
Their details won’t be deleted and will be available in the client’s list.
- Click on the 3-dot icon next to the plan you wish to stop
- Click Stop
- On the Stop page, enter the stop on date. Enter the end date of the plan if you are stopping a client who does not wish to renew.
- Enter revised fees (optional). If revised, the pending amount is automatically recalculated
- Mention the reason for future reference and click on STOP.
NOTE:- On stopping them, they won’t be renewed automatically even if auto-renewal is enabled in settings. Their name will be removed from the Renewals list.
e) Cancel Subscription Plan:-
Ex. when a subscriber is added or renewed incorrectly, you may cancel their subscription.
- Click on the 3-dot icon next to the plan you wish to cancel
- Click Cancel
- Enter cancellation charges, if any.
- Note the reason for canceling the subscriber’s plan for your future reference and click on cancel.
When a subscriber’s plan is canceled, their fee is also canceled. If you wish to levy cancellation fees, enter cancellation charges.
Ex. if a subscriber wants to cancel their subscription to a plan of Rs.1000 and you have a cancellation fee of Rs.200, enter 200 as the cancellation charge. The subscriber’s pending amount will be revised from Rs.1000 to Rs.200 (attendance)
- NOTE:- If you cancel a client’s subscription plan, all associated attendance data will be deleted as well