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:
In the customers profile view, click on the "Passes and Subscriptions" tab.
Locate the existing pack or subscription and click on the three dots (...) next to the price.
Select "Edit" from the menu.
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.