Managing a Customer's Subscription/Membership

You can do a few things with an existing customer's membership:

1. Cancel it (either immediately or what we always recommend, at the end of a billing period)
2. Pause it
3. Unpause it
4. Switch a membership (either immediately or at the end of a billing period)

To manage a subscription including cancelling or switching

1. Login to your dashboard [companyname].codexfit.com
2. Open customers and find the customer then click the (eye) to view their account
3. Scroll to the bottom of their account to find bookings/credits/subscriptions
4. Click on subscriptions
5. Find the subscription you want to manage and click on manage
6. From here, select the subscription you want to manage
   • If you want to cancel it, we recommend cancelling at the end of the period. This means the customer can continue to use the membership until their next billing date (they won't be billed at their next billing date)
   • If you can also switch the membership - if so select switch, then choose the membership you want to switch it to. Then select from next billing period. This means the customer will get switched to that membership from their next billing date. You should avoid selecting to switch immediately but you can. Be aware if you select this, the customer will get that membership at the cost of the previous one unless you run a manual charge for the difference. 

To pause a membership there are two options you have (we recommend pausing per billing period)

1. Login to your dashboard [companyname].codexfit.com
2. Open customers and find the customer then click the (eye) to view their account
3. Scroll to the bottom of their account to find bookings/credits/subscriptions
4. Click on subscriptions
5. Find the subscription you want to manage and select action then pause
6. From here you can select to pause immediately or pause per billing period
   • Read more about pausing immediately here
   • We recommend pausing per billing period which means the customer can continue to use their membership until their next billing period. The pause will prevent their next payment and the membership will go on pause for the duration of a billing period. When their next billing period is due, the pause will be removed and the next payment taken. 

To unpause a membership

In exceptional circumstances, you may want to remove a pause. Note, this will unpause a membership and we do not charge the customer. So you will need to run a manual charge otherwise they will be getting their membership without a cost. 

To do this, find the subscription and click manage then select unpause. 

We will automatically add a note to the customer's account saying who unpaused this, too.