Changing Renewal/End Date

In your dashboard, you can change the renewal, start date, or end date of a subscription or package. We can do this in 2 separate places:

  1. Client Profile Page

  2. Package Details Page

We will go through the different ways to update this below.

Client Profile Page

  1. Go to the client's profile.

  2. Under Packages, press the three dots next to the package that you would like to update, and select Edit expiration/renewal date

Here you can change:

  • Start Date

  • Renewal Date

  • Expiration (for a Package)

3. Make the changes you would like and press save.

Package Details Page

  1. Go to the Subscriptions & Packages tab and find the Package that you'd like to update the client's renewal/expiration on.

2. Once you are on the package details page, scroll down until you see All Clients. Click on the three dots next to the client you'd like to edit, and select Edit expiration/renewal date

Here you can change:

  • Start Date

  • Renewal Date

  • Expiration (for a Package)

3. Make the changes you would like and press Save.

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