π What You See on the Renewals Page
The Renewals page provides a detailed list of clients with key information including:
- Client Name
- Plan Name
- Classes Enrolled
- End Date
- Receivable Amount
- Renewal Date
- Auto-Scheduled Renewal Start Date
From this interface, you can take quick actions such as:
- Renew
- Stop
- Cancel Subscription
- Edit
- Pause/Extend
- Adjust sessions
βοΈ Manual Renewal Options
During the renewal process, you can:
- Change the preferred plan
- Update the start date
- Apply discounts if needed
βοΈ Enabling Auto-Renewal
While creating a plan, you have the option to enable Auto-Renewal.
This is especially useful for:
β
Recurring Plans (e.g., Monthly) β Subscribers expect smooth, uninterrupted access.
β One-time or Seasonal Plans (e.g., Summer Camps) β Itβs better to disable auto-renewal to avoid unwanted renewals.
π Turning Off Auto-Renewal for a Client
If a client no longer wishes to continue:
- Go to the Renewals page or Client List
- Disable Auto-Renewal for the specific client
Once disabled, their name will be removed from the auto-renewal queue, ensuring no future billing occurs for that plan.