Canceling or Ending Client Plans

At some point, you may need to cancel or modify a client’s prepaid or recurring plan in Pike13. Whether due to a change in client needs or business policies, our straightforward process allows you to handle cancellations and adjust end dates seamlessly.

Canceling Prepaid or Recurring Plans

If you need to cancel a client’s plan, follow these easy steps:

1. Access the Client's Profile:

   • Navigate to the client's profile within Pike13.

2. Select the Plan:

   • Under Plans & Passes, locate the prepaid or recurring plan you wish to cancel.

3. Cancel the Plan:

   • Click the Cancel button on the right-hand side. This action will immediately end the selected plan.

Changing the End Date for Prepaid Plans

If you want to adjust the end date of a prepaid plan, here’s how:

1. Go to the Client's Profile:

   • Access the client's profile in Pike13.

2. Select the Prepaid Plan:

   • Under Plans & Passes, find the prepaid plan you want to modify.

3. Set the End Date:

   • In the Duration section, click Set End Date.
   • Click on the Last Day of Use box and choose the new end date from the calendar.
   • Click Save to confirm the changes.

Changing the End Date for Recurring Plans

To modify the end date for a recurring plan, follow these steps:

1. Access the Client's Profile:

   • Open the client's profile.

2. Select the Recurring Plan:

   • Under Plans & Passes, select the recurring plan you wish to modify.

3. Adjust the End Date:

   • In the Duration section, click Set End Date.
   • Click on the Last Day of Use box and select the new end date.

Important Considerations:

• Selecting an Earlier End Date:

  • Invoices due after the new end date will be canceled, and any scheduled visits after this date will be considered unpaid unless the client has another applicable plan.
  • Note: The end date cannot be backdated to a date prior to today.

• Selecting a Later End Date:

  • Invoices due after the new end date will be reopened, while invoices that were due before will be canceled.

• Clearing an End Date:

  • If you choose to clear the end date, any invoices that were canceled will be reopened as if an end date had never been set.

1. Save Your Changes:
   • After making the necessary adjustments, click Save to finalize the changes.

By following these straightforward steps, you can effectively manage the cancellation and end dates of your client plans, ensuring a smooth experience for both your business and your clients. If you need further assistance, feel free to reach out!