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Edit, Cancel, or Pause a Membership in Bold Memberships

Laurel
Laurel
  • Updated

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.

 


 

Edit Membership

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.

Note: This only changes a customer's membership plan on an individual basis. Editing the membership plan as a whole affects all customers.

Customers receive an email informing them of their plan changes, and 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 informs you of their account's standing.

To edit a customer's membership plan, please follow these steps:

  1. From Shopify's admin, select Apps.

  2. Select Recurring Memberships.

  3. Select Memberships.

    From the top navigation menu, select Memberships

  4. Under "Actions", select the gear icon next to the customer who's plan you want to edit.

    Next to the membership you'd like to adjust, select the gear icon under Actions

  5. Select Edit.

    From the Actions dropdown menu, select Edit (first option)

  6. Select Edit.

    In the pop-up menu, select Edit, which is next to their payment option

  7. 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.

    Adjust the billing information accordingly

  8. Select Save.

    In the bottom-right corner, select Save

 


 

Cancel Membership

To cancel a customer's membership manually in Bold Memberships, please follow these steps:

  1. From the Shopify admin, select Apps.

  2. Select Recurring Memberships.

  3. Select Memberships.

    Select Memberships

  4. Select Settings (the gear icon).

    Select Settings The Gear Icon

  5. Select Cancel.

    Select Cancel

  6. Select Yes.

    Note: When a membership for a customer has been cancelled, the membership is cancelled in Bold Memberships and in your Stripe account. If you would like to remove the credit card for the customer, you need to remove the credit card from within your Stripe account.

 


 

Pause Membership

Note: 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:

  1. From Shopify's admin, select Apps.

  2. Select Recurring Memberships.

  3. Select Memberships.

    From the top navigation menu, select Memberships

  4. Select Settings (the gear icon).

    Next to the membership you'd like to adjust, select the gear icon under Actions

  5. Select Pause.

    Within the Settings dropdown menu, select Pause (third one from the top)

  6. Optional: Enter the date that billing resumes.

    Enter the Date

  7. Optional: Select Disable any special member website access as well.

    Note: This restricts customers with membership plans from accessing member-only sections of your website.

    Select Disable any special member website access as well

  8. Select Pause.

    Select Pause