How to automatically schedule changes to subscriptions/memberships
Change Schedules
Change Schedules provide the ability for membership/subscription updates to setup to scheduled ahead of time. On the schedule date, an automated process will apply the updates requested.
The types of schedules that are available are:
-
Once off:
This allows for a person to book a schedule that will occur on a particular date and will be restored back to that option once that date is completed. Â For example, in a wine club, someone may update their order quantity from 1 to 2 during the month of December, then have it restored to 1 for January. Â -
Ongoing: Â
This option will apply a permanent update effective on the from date. Â An example of this might be for a wine club subscription where someone asks for their order to be change from a white pack to a red pack from the beginning of next year. -
Recurring:
The Recurring Option allows for schedules to be setup that occur every year. Â The option is very similar to the Once off option, but will continue year after year. Â An example of this option is for a wine club subscriber that has Whites every Summer and Reds for every winter.
Change Schedules can be setup and related to the follow areas:
- Recurring Payments
- Account Subscriptions
- Subscriptions
1. Creating a Change Schedule

Locate the particular record you wish to apply the Change Schedule for. Â These are available from the following tabs:
- Recurring Payments
- Account Subscriptions
- Subscriptions
Classic - Once you have clicked into the record, scroll down to the related list for Change Schedules and press the "New Change Schedule" button.
Lightning - Once you have clicked into the record, select the 'Change Schedules' Â tab from the right side.