Modifying a Purchase Option’s auto-payment dates

After a client purchases an automatically renewing Purchase Option, staff members can modify the auto-payment date on a per-client basis. This setting can be used to ensure that all scheduled auto-payments occur on a specific date.

Review the following information before you continue:

  • If the modification of the auto-payment date pushes the next scheduled payment, clients will receive extra time to use your services at no cost.
  • Some session passes expire based on a set number of visits and cannot be set to renew on the same day every month. This type of pass will auto-renew when the number of remaining sessions changes to zero.
  • You must use the monthly schedule if you want scheduled auto-payments to occur on the same day every month. This is due to the non-standard number of days in a month. A bi-weekly time period is not currently supported.
Note When you are adjusting the auto-payment date, you must set the starting date one full payment period before the date you want the next payment to occur. For example, if your auto-payments occur once every month, and you want the next payment to occur on February 15, 2019, you must set the starting date to January 15, 2019.

To modify a Purchase Option’s auto-payment dates:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Account.
    4. On the Account menu, click Passes & Memberships.
    5. In the list, find the Purchase Option you want to modify. You may have to browse the list, use the Search option, or filter the list to find the Purchase Option.
    6. Under the Action column of the Purchase Option, click the Action button and click Edit Purchase Option.
    7. In General Information, under Auto-payments every, select the frequency of the Purchase Option’s scheduled auto-payments, and then select the new auto-payment date.
    8. Click SAVE FOR [Client Name].
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