Set Client Renewal or Charge Date

Set Client Renewal or Charge Date

Setting your clients' automatic renewing packages' next charge/renewal date is simple! Here's how.

Step 1: Locate the client first. Head to your Customer List, and search for, or click on the name/view link to enter the client's profile. Then, scroll to the bottom and locate the section titled "Auto-Renewing Plans". Find the section called "Next Charge". This is the date that their membership will automatically renew.

Step 2: Choose a new Charge/Renewal Date Click on the date, then a window will pop-up allowing you to choose a new date. In the top section, "Applies To" describes the services the membership applies to, and the charge date is shown below.

Click in the "Next Charge Date" field to set a new charge date.  Use the "date picker" shown below to choose a new charge date.

Then, click the SAVE button to set the new charge date. The new charge date is shown below.

Typically, when choosing a new charge date, you'll be setting the date several days or weeks in advance, or setting the date to the first of the month, 15th, etc. However, you CAN set the date to a day or two later, OR set the date to several months/years out.  Here are some things to note.

When setting the new charge/renewal date, the client does NOT get any type of email notification about the change. You set it, and it's done.  If you need to communicate the change to the client, please do so.

You can set the renewal date to TODAY (the same day when you're editing the new charge date), but the renewal will actually process the next day.  Same with setting the renewal date to the following day - there's no difference.

*Set charge date to TODAY - will charge TOMORROW

*Set charge date to TOMORROW - will charge TOMORROW

*Set charge date to XX - will charge client at 4AM CST on XX date

That's about it! Any questions? Chat with us or send us an email to support@fitli.com.

    • Related Articles

    • Handling Failing Client Auto-Renewing Memberships (Business Guide)

      Here's a comprehensive guide on how to easily manage your clients' auto-renewing memberships The Problem: Clients who are on periodic auto-renewal of their memberships, either by credit card, check, or cash, can run into problems where their payment ...

    • Set a fixed Expiration Date for your client's package/sessions

      Packages/sessions expire based on how you configure the package. The expiration date of a package and any associated sessions are generally set based on the purchase date of the package. If you set an expiration period of 1 month, then any sessions ...

    • How can I check my Account Balance and/or my next Charge Date?

      Checking your account balance (also known as remaining sessions) and/or next bill/charge date is easy. Here's how. Log in to your Fitli account and go to the "Reports" section at the top. You'll be directed to the "Account Balance" section. In this ...

    • Mobile version: How can I check my Account Balance and/or my next Charge Date?

      Checking your account balance (also known as remaining sessions) and/or next bill/charge date is easy. Here's how. Log in to your Fitli account and go to the "Reports" section at the top menu. You'll be directed to the "Account Balance" section. In ...

    • How to adjust a customer's 'Billing Date'?

      If you have a customer who wants to change their "Billing Date" on an auto-renewing plan, you have an easy way to do that! Step 1 - Log in to your business account. Step 2 - Visit the "Customers" page, and locate the customer you wish to adjust the ...