Membership Customer-Specific Exceptions
Because Every Rule Has One
Customer profiles now support controlled exceptions to plan-level and organisation-level rules: change a member's trial length, refund and re-bill their invoices, prepay upcoming cycles, apply a one-off discount, or adjust their store credit, all recorded on the profile.
Customer profiles already hold favourites, preferences, custom parameters, aliases for anonymity and bans with recorded reasons. You can now make exceptions for individual customers too: extend a VIP's trial, refund and re-bill an invoice against a corrected card, or give a returning regular a one-off discount. These actions are available on the profile and leave the plan and organisation settings unchanged for everyone else.
What's new
Membership actions
- •Change the payment method on file
- •Change the plan a member is on
- •Cancel at period end, not just immediately
- •Prepay upcoming billing periods
- •Refund and re-bill selected past invoices
Pricing exceptions
- •One-off discount attached to a specific customer or company
- •Store credit added or adjusted, optionally scoped to specific sublocations
How it works
Each exception is recorded on the customer's profile for future reference. It leaves the plan and organisation settings unchanged.
Where to find it
Customer profile > Membership tab or Store Credit tab.
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