How to Manage Subscription Details, Permissions, Pauses, and Extensions in Arketa
Managing subscriptions in Arketa involves editing details, handling permissions, pausing or resuming memberships, and extending subscription periods. Below is a comprehensive guide to help you navigate these tasks effectively.
Editing Subscription Details
You can edit activation and billing details for a subscription directly within the client’s profile. Follow these steps:
Navigate to the member’s profile.
Locate the subscription you want to edit.
Update the activation or billing details as needed.
This process allows you to make changes without creating a new subscription.
Editing Expired Memberships
If a membership has expired, you can still adjust the subscription start or billing date:
Open the expired membership record in the client’s profile.
Edit the subscription date to set the new billing period.
Re-add the membership as needed.
Managing Permissions for Subscription Actions
If the "Edit" or "Cancel" options for a subscription are greyed out, it is likely due to restricted permissions. To enable these options:
Contact your account admin or manager.
Request an adjustment to your permissions to allow editing or canceling subscriptions.
Pausing and Resuming Subscriptions
To edit the pause date on a subscription, you must first resume the subscription and then schedule a new pause. Here’s how:
Resume the subscription by undoing the current pause.
Set a new pause date with the desired schedule.
Extending or Adjusting Subscription Dates
To extend a member’s subscription by one week without canceling it:
Open the member’s subscription details.
If the subscription is set to cancel, click "Don’t cancel subscription."
Change the expiration or next billing date to the desired new date (e.g., add one week).
If you need the cancellation to remain scheduled after the extension, reapply the cancellation with the original desired end date.
This method preserves the membership while pushing out the renewal or expiration date.
By following these steps, you can efficiently manage subscriptions in Arketa, ensuring smooth operations and customer satisfaction.