Manage a client's subscriptions
See which subscriptions a client has and how many sessions are left, move the end date or cancel a subscription.
A client's subscriptions are in their profile. There you see what is left and until when, and you can extend or cancel a subscription.
View a client's subscriptions
- Go to Customers in the menu and open the client.
- Choose Items and then Subscriptions.
- For each subscription you see how many sessions are left (or Unlimited), until when it is valid or when it expired or was cancelled, and the price. A subscription that no longer runs is labelled Used up, Expired or Cancelled.
- Below the subscription, Valid for shows which services it covers.
In the menu with the three dots next to a subscription, choose View sale to open the sale it was bought on.
Change the end date
- Open the menu with the three dots next to the subscription and choose Change end date.
- Under Valid up to and including, choose the last day the subscription may be used.
- Click Save.
The subscription runs until the end of that day. This is how you give a client more time, or make an expired subscription that still has sessions left usable again.
Cancel a subscription
- Open the menu with the three dots next to the subscription and choose Cancel subscription.
- Confirm in Cancel subscription.
The sessions that are left are lost. What the subscription has already paid for stays as it was. No money is paid back: to refund the client, refund the sale. There the switch to cancel the subscription is on by default.
Messages to the client
With the automation Subscription about to expire, the client gets a message 14 days and 7 days before the last day, as long as there is still something left to use. It is on by default and you find it under Marketing › Automations. If you move the end date, the client gets the messages on time again. A subscription that runs for less than one of those periods skips that reminder.
Viewing the subscription takes the permission Can view client profile. Changing the end date and cancelling take Can void a sale. You set permissions under Settings › Team members › Permission roles.
Frequently asked questions
Can I pause a subscription?
No, pausing is not possible. You can move the end date so the client has more time.
Can I add sessions to a subscription?
No. The number of sessions is fixed at the sale. To give a session back after a treatment that did not go ahead, use Give session back on the completed sale.
Can I restart a cancelled subscription?
No. A cancelled subscription can no longer be changed. Sell the client a new subscription if needed.