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Renewals Overview

What are renewals and what options do they allow?

For most billing settings, you can choose to automatically renew your products. When this option is enabled, customers who buy the product will be automatically renewed for future billing periods without any action needed. This means they only need to purchase once, and the system will handle all future renewals.

Your renewals will show up in the renewals report until a set number of days before they are due to become scheduled orders.

If you need to change the price or invoice date, you can adjust it from the Orders section. Otherwise, you don't need to do anything, and the renewals will process automatically.

 

Note: Once a renewal is set up, only your administrators can suspend it. For more information, view our article on managing renewals.

Enabling the 'Auto-Renew' function:

 

  1. Navigate to Settings > Products
  2. Select the relevant product group or product
  3. Under 'Billing and renewal' scroll to Renewals
  4. Select 'Enable automatic renewal'
  5. Review the auto-renew settings
  6. Select 'Save' below

Renewing Terms & Schedules
If you are running automatic renewals for a scheduled class or event, your contacts will automatically be reserved, then charged for the next schedule in line with the billing period. 

If you are billing weekly or monthly, the auto-renewal will keep your contacts on the schedule for as long as the schedule runs.

If your schedule comes to an end, the system will look for the next schedule for that product and book contacts onto the next schedule at the same time as they currently attend. If there is no schedule after the current one, or the time is no longer available contacts will not be renewed.

 

Remaining Options

  • Days before renewal to generate orders - allows you to choose how long before the renewal that orders are generated for editing prices or payable dates
    • The default value for this setting is 27 days - this helps prevent trialists or new members taking spaces from existing attendees
  • Send message in advance of renewal - lets you choose an email template to send before a contact is renewed
  • Send message on the renewal date - lets you choose an email template to send after a contact is renewed