How to Manage a Customer's Subscription
Before you Begin
Make sure to check out our articles on How Customers Work for a general understanding of Customers and How Subscriptions Work for a general understanding of Subscriptions.
What's the Point?
While a Customer's Subscription is typically managed by them in their app, we're providing you the ability to make necessary changes when needed.
Video
Tutorial Video
Edit a Customer's Membership
- From the Quick Start Page in your admin dashboard, click Subscriptions
- A new tab will open up and on the ensuing page, click Customers
- You can 'search' for a customer, or if visible on the Customer list page you can simply click on their row.
- On the Customer's Membership Tab, click on the Subscription you wish to edit.
- The ensuing page, you can either Void the membership or adjust the Expiration date.
- If you want to Void the membership, you'll need to provide a Reason.
- Hit Save, and the adjustment is applied
- Go back to Customers Reward Tab and you can see the adjustment
If it's a Recurring Subscription, the Customer's Status and Renewal date are handled automatically. Should you need to cancel, you may do so in Stripe.
- Tap on Subscription Details
- Tap on Cancel Subscription
- A popup window will confirm you wish to Cancel in Stripe.
- Once in Stripe, tap on Actions to decide how you want to cancel (cancel, update, pause payment, exclude from auto-cancellation)
- If you've selected Cancel, you can decide when - Immediately, End of Current Period or Custom Date, as well as decide if they should get any type of refund.
- Stripe will update based on your selection
- Now go back to the Customer Subscription page and you'll see there is a Canceling status now tied to their record.
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