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:
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From Shopify's admin, select Apps.
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Select Recurring Memberships.
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Select Memberships.
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Under "Actions", select the gear icon next to the customer who's plan you want to edit.
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Select Edit.
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Select Edit.
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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.
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Select Save.
Cancel Membership
To cancel a customer's membership manually in Bold Memberships, please follow these steps:
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From the Shopify admin, select Apps.
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Select Recurring Memberships.
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Select Memberships.
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Select Settings (the gear icon).
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Select Cancel.
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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:
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From Shopify's admin, select Apps.
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Select Recurring Memberships.
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Select Memberships.
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Select Settings (the gear icon).
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Select Pause.
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Optional: Enter the date that billing resumes.
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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.
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Select Pause.
FAQs
Can a cancelled member be switched back to an active member?
No, once a customer's membership is set as Cancelled in Bold Memberships, the customer would need to either re-signup for a membership on the storefront or get invited to a membership plan.
Can a customer or I update a credit card for an existing membership?
Customers can update a credit card for an existing membership in the Manage Membership page by logging into the account that was used to purchase the membership on your storefront.
The Manage Memberships page can be found on the account management page once a customer has logged into your storefront. Below is an example of a Manage Membership link on the account management page:
Note: Storeowners do not have the ability to update payment information for existing memberships. The payment method can only be changed by the customer in the Manage Memberships page.
Can I change an active member's email address?
Yes, a member's email address can be changed by updating the email address of the customer in your Shopify admin under Customers.
Please visit Shopify's article on managing customers for more information on adjusting customer details in your Shopify admin.
Can I export a list of members in Bold Memberships?
Yes, an export can be performed in Bold Memberships by selecting Export near the top of the page while viewing the Memberships page:
Once the export has been completed, the export will be available on the Exports page for 12 hours:
Once the export file has been opened, the following details of all members will be included in the file:
- Column A - Customer Name - This column includes the name that was used by each customer for all of your membership plans.
- Column B - Email - This column includes the email address that was used by each customer for all of your membership plans.
- Column C - Plan - This column includes the plan name that each customer is/was subscribed onto.
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Column D - Billing Plan - This column includes the billing plan that each paying member is currently on.
Note: This field is empty beside any member that was invited to a free membership on any plan and did not convert to a paying plan.
- Column E - Billing Period - This column includes the frequency that each customer chose when purchasing a membership plan (Weekly, Monthly, Quarterly, or Yearly).
- Column F - Status - This column includes the membership status of each member that exists in Bold Memberships.
- Column G - Signup Date - This column includes the date for each customer based on when they initially purchased a membership plan on your store or when they were invited to a free membership plan.
- Columns H+ - All columns starting from H onwards includes the value that customers added to the registration fields that are offered for each of your membership plans.
Can I remove cancelled members from within Bold Memberships?
Cancelled members can be removed from Bold Memberships by deleting the customer from within your Shopify admin under the Customers section.
Note: If a customer has an Active and Cancelled membership plan in Bold Memberships, deleting the customer from within your Shopify admin removes all membership plans from within Bold Memberships. Removing customers from your Shopify admin should only be performed if the customer in question does not have any Active membership plans in Bold Memberships.
How do I refund a membership?
Since Memberships does not process payments through the app, you will need to log in to your Stripe account and process the refund there.
For more information, please visit Stripe's document on Refunding and Cancelling Payments.
Where can I find invoices for members?
Since membership renewals are processed through Stripe, all of the transactions for each membership renewal are available in the Stripe account connected within Bold Memberships.