How to Manage a Member’s Subscriptions

How to Manage a Member’s Subscriptions #

1. Open Subscription Management for the Member 0:00

• Select the relevant member.
• Open the Action drop-down menu.
• Choose Subscription Management.

2. Remove Any Existing Subscriptions First 0:14

• If you need to remove a subscription, click the subscription you want to end.
• Enter the end date.
• Click Done.
• Click Continue to move to the next step.

3. Add a New Subscription 0:30

• In the catalogue, choose the subscription you want to add.
• Select the start date for the new subscription.
• This determines when the first payment will be taken.

4. Review the Subscription Change Details 0:40

• Review the summary of the change.
• Confirm the new payment date shown in the system.
• Click Continue when everything looks correct.

5. Apply the Change and Send Confirmation if Needed 0:56

• Review the final confirmation screen.
• Optionally select the checkbox to send an email confirmation to parents.
• Click Apply Change to save the update.

6. Finish and Exit 1:10

• Once the system confirms that all changes have been applied, click Done.

Link to Loom #