In this article, we'll explore key aspects of managing plan pauses, also known as freezing or suspending a plan or autopay. This includes insights into booking restrictions, payment details, and a guide on how to pause or edit a plan. We'll also cover viewing pause history, what happens to recurring payment dates, and important considerations related to plan management. Whether you're new to plan pauses or looking to refine your approach, this article has you covered. This is your complete feature guide to Pausing Plans.
Pause a Plan
Navigate to the client profile
From the client Overview tab, choose the three dots on the plan tile you'd like to pause and select Pause
You will be able to select between whether to pause on the Billing Cycle or a Custom Date Range. If you choose Custom Date Range, after you enter an end date How to explain to your client text will appear on the page. You can use this text to explain the client’s pause if they are in front of you. Or, you can copy and paste the text into a Message and send these details to your client. If you select Billing Cycle, How to explain to your client text does not appear on the page after selecting an end date. However, one you put the pause in place you can access the text by selecting the three dots on the top right corner of the plan tile and choose Preview Pause to access How to explain to your client details.
Enter a pause fee or if you do not charge a fee enter $0. Clients will be charged the fee when the pause ends.
Select a reason for the pause, then Save.
Where to find pause preview details before a plan is paused?
Before a pause takes place, you can find details about the pause on the plan tile. From the client’s profile, select the three dots on the top right of the tile and select Preview Pause. Here you can find information about the duration of the pause when the plan is about to to be paused.
Edit a Pause
End a pause immediately
To end a pause immediately, change the end date of the pause to today’s date.
From Active Plans, select Show Paused, Expired or Canceled Plans
Select the three dots on the top right of the plan
Choose Edit Pause
Change the pause end date to today’s date, then select Update Pause
Change a pause end date when a plan is currently paused
From Active Plans, select Show Paused, Expired or Canceled Plans
Select the three dots on the top right of the plan
Choose Edit Pause
Change the pause end date, then select Update Pause
Change the start date and/or end date of a scheduled pause
To end a pause immediately, change the end date of the pause to today’s date.
From Active Plans, select the three dots on the top right of the plan
Choose Edit Pause
Change the pause start date and/or end date, then select Update Pause
How to explain to your client: Since a Transactional Email is not sent to your client when a pause is edited, you can manually send a message to your client via their client profile to inform the client of the change. You can copy-paste the text into the message.
With your cursor, copy the text under the How to explain to your client section
Go to the client's profile
Select Send Message
Paste the text body into the message
Select send
View Pause History
A record of a plan’s pause history can be found under the Plan Timeline located on the Plan Overview page. When a plan is paused, the Timeline will read Plan pause started. When a plan is scheduled to be paused, the Timeline will read Plan pause scheduled.
To view pause history, follow these steps:
Navigate to the client profile
Select the dots on the top right of the plan tile and choose View Details
From the Plan Overview tab, scroll down and view the Plan Timeline
