How to Edit and Manage Future Status Subscriptions

In this guide, we will explore how to effectively edit and manage subscriptions that are in the "Future" status. This status indicates that the trial period for the subscription has not yet started.

Editing Actions for Future Subscriptions

1. Edit Start Date

• Open the subscription with the status set as "Future".

• The most important action is to edit the start date of the trial.

• If a customer requests to start the trial immediately, select "Immediately" and click on "Update".

• Ensure to add comments explaining why the trial is starting immediately.

2. Edit Subscription Information

• You can modify subscription details, such as adding additional units of add-ons or changing the plan.

• For example, switch from an annual plan to a 6-month plan.

• Note that these changes will only take effect upon the activation of the customer, which occurs after the trial period is completed.

3. Additional Actions for Trial Status

• Add coupons to the subscription.

• Include one-time add-ons or quick charges.

• If necessary, prompt the customer to update their payment details before the trial begins by triggering an email.

These are the available actions you can perform on a subscription in the "Future" status. Thank you for watching.