Bold Memberships allows you to make adjustments to your memberships' plans on an individual basis, whether it be editing their payments, pausing their access, or cancelling it altogether.
There may be a variety of reasons that you'd want to change an individual customer's plan, such as adding a charge to a free member's plan, or cancelling it on behalf of a customer.
Bold Memberships offers you the flexibility to make adjustments to your customers' membership plans. You're able to change their billing amount, payment intervals, the number of payments, and offer additional trial time.
Alert
This will only change a customer's membership plan on an individual basis. Editing the membership plan as a whole will affect all customers.
Customers will receive an email informing them of their plan changes, and will need to accept it before the change goes into effect. You can set a grace period in the app's general settings, which gives them a certain period of time to accept the changes before their plan is cancelled. The status next to their name will inform you of their account's standing.
To edit a customer's membership plan, please follow these steps:
- From Shopify's admin, select Apps.
- Select Recurring Memberships.
- Select Memberships.
- Under "Actions", select the gear icon next to the customer who's plan you want to edit.
- Select Edit.
- Select Edit.
- Adjust their subscription information accordingly.
Note: If you would like to stop an auto-renewal for a customer, you can simply adjust the Cycle Pricing rate to $0.00.
- Select Save.
To cancel a customer's membership manually in Bold Memberships, please follow these steps:
- From the Shopify admin, select Apps.
- Select Recurring Memberships.
- Select Memberships.
- Select Settings (the gear icon).
- Select Cancel.
- Select Yes.
Note: When a membership for a customer has been cancelled, the membership will be cancelled in Bold Memberships and in your Stripe account. If you would like to remove the credit card for the customer, you will need to remove the credit card from within your Stripe account.
Caution
Membership pausing can only be done for members that purchased a membership via PayPal or members that were invited to a free billing plan. There is currently no way to pause memberships purchased via Stripe at this time.
Additionally, there is not a way to pause all members at once within Bold Memberships. Each customer would need to be paused one by one within Bold Memberships.
If you want to temporarily pause a customer's membership, you can do so indefinitely or for a specified amount of time.
Additionally, you can choose to suspend their membership perks & access while their payments are on hold.
To pause a customer's membership, please follow these steps:
- From Shopify's admin, select Apps.
- Select Recurring Memberships.
- Select Memberships.
- Select Settings (the gear icon).
- Select Pause.
- Enter the date that billing will resume (optional).
- Select Disable any special member website access as well (optional).
Note: This will restrict customers with membership plans from accessing member-only sections of your website.
- Select Pause.
