Preliminary Remarks
The schedule actions feature provides merchants with powerful subscription lifecycle management capabilities that address real-world customer needs and business scenarios. This functionality is essential when customers need to make changes to their subscriptions that should take effect at a future date rather than immediately.
Future changes to subscriptions can be planned in advance so that these planned actions are triggered automatically on the relevant day. This simplifies the process of setting up and implementing scheduled changes to subscriptions.
At the moment the following actions can be scheduled:
Add an Add-On
Remove an Add-On
Pause & Reactivate Subscription
Expire Subscription
In menu item Subscriptions, open the subscription the action is to be scheduled for and click on Actions > Schedule Actions in the top right.
More actions available on API
Some more actions can be scheduled via our API: Create Action via API
Add an Add-On
Usecase:
Lisa has a standard gym membership and calls on January 15th saying: "I'd like to add the personal training sessions to my membership, but I want it to start on February 1st, not right away. I am traveling for work all January and want to start in February when I am back."
Guide
Open the subscription either via menu item Subscriptions or via Customers.
Click on Actions > Schedule Action.
Click on Add an Add-On and choose the add-on to be added.
Define if the price should be fixed, flexible or customized.
Click on Continue to schedule the add-on.
The action can be triggered by an event or on a specific date.
Event:
x days/weeks/months/years after/before subscription starts
x days/weeks/months/years after/before trial period ends
x days/weeks/months/years after/before next billing date
Specific Date: Choose the date and time for scheduling.
Decide when the changes should apply:
On next renewal: Changes will be effective for the next billing period.
Date of action execution: Changes will be effective based on selected schedule options.
Billing for remaining period: Choose how you would like to bill for the remaining period of the subscription
Free
No Billing: No bill will be generated
Zero Amount: An invoice for zero amount will be generated
Billed
Prorated: The customer will be billed for the remaining period on a prorated basis
Full: The customer will be billed fully for the entire period
Check the data again and click on Schedule.
The scheduled action is displayed in the menu item Configurations > Integration and Tools > Actions.
Remove Add-On
Usecase:
Lisa calls on March 10th: "I need to cancel my personal training sessions starting April 1st. I just got promoted and my new work schedule conflicts with all the available training times. I want to keep my regular gym membership, just remove the personal training add-on.
Guide
Open the subscription either via menu item Subscriptions or via Customers.
Click on Actions > Schedule Action.
Click on Remove an Add-On and choose the add-on to be removed.
Define if the price should be fixed, flexible or customized.
Click on Continue to schedule the add-on.
The action can be triggered by an event or on a specific date.
Event:
x days/weeks/months/years after/before subscription starts
x days/weeks/months/years after/before trial period ends
x days/weeks/months/years after/before next billing date
Specific Date: Choose the date and time for scheduling.
Decide when the changes should apply:
On next renewal: Changes will be effective for the next billing period.
Date of action execution: Changes will be effective based on selected schedule options.
Compensation: Decide how the customer should be compensated for the remaining period.
None
Full or Prorated Refund
Full or Prorated Credit
Check the data again and click on Schedule.
The scheduled action is displayed in the menu item Configurations > Integration and Tools > Actions.
Pause & Reactivate Subscription
Usecase:
Lisa calls on February 20th: "I'm having surgery on March 15th and won't be able to use the gym for 8 weeks during recovery. Can you pause my entire gym membership from March 15th to May 10th? I don't want to pay for something I can't use, but I definitely want to resume once I'm cleared by my doctor.
Guide
Open the subscription either via menu item Subscriptions or via Customers.
Click on Actions > Schedule Action.
Click on Pause & Reactivate Subscription.
Click on Continue to schedule the pause.
The action can be triggered by an event or on a specific date.
Event:
x days/weeks/months/years after/before subscription starts
x days/weeks/months/years after/before trial period ends
x days/weeks/months/years after/before next billing date
Specific Date: Choose the date and time for scheduling.
Compensation: Decide how the customer should be compensated for the remaining period.
None
Full or Prorated Refund
Full or Prorated Credit
Click on Continue to schedule the reactivation of the subscription (optional).
This step is optional and can be skipped by clicking on on the Skip button on the right hand side.
The reactivation can be scheduled based on an event or on a specific date.
Event:
x days/weeks/months/years after/before subscription starts
x days/weeks/months/years after/before trial period ends
x days/weeks/months/years after/before next billing date
Specific Date: Choose the date and time for reactivation
Billing for remaining period: Choose how you would like to bill for the remaining period of the subscription
Free
No Billing: No bill will be generated
Zero Amount: An invoice for zero amount will be generated
Billed
Prorated: The customer will be billed for the remaining period on a prorated basis
Full: The customer will be billed fully for the entire period
Check the data again and click on Schedule.
The scheduled action is displayed in the menu item Configurations > Integration and Tools > Actions.
Expire Subscription
Usecase:
Lisa calls on January 10th: "My family is relocating to another city on June 30th. I want to keep my gym membership active until then since I'll be using it regularly right up until we move, but please set it to expire on June 30th so I don't get charged after that date.
Guide
Open the subscription either via menu item Subscriptions or via Customers.
Click on Actions > Schedule Action.
Click on Expire Subscription.
Caution
This action cannot be undone!
Click on Continue to expire the subscription.
The action can be triggered by an event or on a specific date.
Event:
x days/weeks/months/years after/before subscription starts
x days/weeks/months/years after/before trial period ends
x days/weeks/months/years after/before next billing date
Specific Date: Choose the date and time for scheduling.
Decide if the customer should be compensated for the remaining period.
None
Full or Prorated Refund
Check the data again and click on Schedule.
The scheduled action is displayed in the menu item Configurations > Integration and Tools > Actions.
