Editing a customers pack or subscription in Clava
This article guides you through editing a customers existing pack or subscription details, including expiration date, remaining credits, and price (with some limitations).
Steps:
Access the customers profile:
In the Clava side menu, click on "Customers."
Search for the customer you want to edit and click on their name.
Open the Pass or Subscription Details:
Understanding the edit panel:
The panel resembles that when creating a pack or subscription pricing option, but with some key differences:
A notice will inform you about the impact of your changes.
Two buttons appear: "Schedule changes" and "Apply now."
Note Regarding Changes:
Pricing and Usage: These changes will only affect the customers account after their current pack or subscription renews.
Options and Restrictions: These modifications will be applied immediately to the customers account.
Grandfathering Option (Optional):
Refer to the "Price protecting a membership (Grandfathering)" article for details on protecting a member's current price.
Use the "Immutability" toggle to prevent price changes in the parent pack or subscription from affecting this specific customer.
Edit details:
You can now modify various aspects of the customers pack or subscription:
Reward Loyal Customers: Freeze the price for a loyal customer before a general price increase.
Increase Credits: Grant the customer additional credits.
You can edit other available options according to your needs.
Applying the Changes:
Decide how you want the edits to take effect:
Schedule changes: Select this option if you want the pricing and usage changes to happen only after the customers next renewal.
Apply now: Choose this option if you want the changes to options and restrictions to be applied immediately to the customers account.
Remember:
Pricing and usage changes won't affect the customer until their pack or subscription renews.
Use the "Immutability" toggle to safeguard a customers price etc from future adjustments.