Managing Customer's Subscriptions and Credit Packs

In this video, we will explore how to manage Sam's subscription options, including pausing, editing cycles, canceling, applying discounts, and reviewing credit usage.

Subscription Options

Let's look at Sam's subscription and the various options available:

Pausing the Subscription

• You can pause the subscription immediately or select a future date.

• Ensure the pause start or end date does not coincide with the next billing date to avoid issues.

Editing Cycles

• You can change the subscription cycles, for example, to the year 2019.

• Updating cycles will repeat the changes as per the new cycle.

Canceling the Subscription

• Cancel immediately or at the end of the current period.

• Option to refund or charge a cancellation fee if applicable.

Applying Discounts

• Apply a discount to the next payment, making the next charge zero dollars (100% discount).

• Define how the discount works when setting up discounts.

Reviewing Credit Usage

• Check payments made for the subscription.

• Review how Sam has used credits in previous cycles.

• Check the number of credits available and any rollovers or manual changes.

• Verify if any credits from future cycles have been used.

Credit Packs

Credit packs have similar features to subscriptions:

• Pause the credit pack.

• Change the credits, start date, and end date.

• Edit credits for subscriptions, even with unlimited memberships.

• Review credit usage for Sam.

That's how you manage Sam's subscription options effectively.