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, in the profile menu click on the "Passes and Subscriptions".
Locate the existing pack or subscription and click on the three dots (...) next to the price.
Select the option you require
Edit will open up the Update Customer sidebar
Add Credits & Remove Credits allows you to manually update the credits available to a customer from their membership. - note if a customers membership does not include a credit type e.g. Sessions, you cannot add it in.
Assign Member, if you need to re-assign the pass, pack or subscription to someone else, do so here.
Cancel and Delete Membership. For more information see the help guide: Cancelling a subscription
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.".
Grandfathering (Immutability)
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.
Price
Here you can edit the Pricing structure of the Pass, Pack or Subscription.
These items include: Price, Subscription Billing interval, Day of the month renewal, Member can change renewal day, Minimum pro-rated amount, Subscription duration, Subscription minimum term, Cancellation notice & Charge cancellation fee.
Expiration
A membership's lifecycle is governed by its expiration date, in this section you can update this for the individuals pass, pack or subscription.
One-time memberships: Expire based on expiration date or when credits have run out, whichever happens first. (Auto renewable memberships will renew automatically.)
Subscriptions: Will renew automatically on expiry/renewal date.
Changing the expiry date: You can extend this membership by adjusting the current expiry date.
Current expiration date - stated information, this can be edited using the Green Change text button
Usage
Define the number of credits and how they are to be used.
Assign specific credits - Disable this to set specific credit amounts.
Options
Freeze option: Toggling this enables freezing and customise freeze settings.
Freeze settings:
Freeze times
Minimum freeze period
Maximum freeze period
Freeze fee - reminder, this is charged before a membership can be frozen, not on a reoccurring basis. Leave blank if no fee is required.
Member can freeze: Enable to allow members to freeze and unfreeze their own pack or subscription via their customer login.
Restrictions
Location restrictions: Enable to apply to specific location(s) restrictions to the pass, pack or subscription.
Age restriction (Age Groups)
Off-Peak restricition
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.
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.