From a client’s payment schedule, you can view past and future payments, modify payments, make a one-time payment, and reset the schedule. Key settings include price, duration, start date, and payment frequency.

To view a payment schedule as a client, see Viewing your membership payment schedule as a client.

Key tips before you begin

Make single adjustments at a time per client. If you need to make multiple adjustments, we recommend canceling a client’s membership and creating a new one for them.
Add a profile note to your client to track changes you make.
Review the payment schedule or Projected Revenue Report for accuracy after updates.
If you make any adjustments to a client’s membership, the membership will display your name under the Edited column in the payment schedule.

View or adjust a client’s membership payment schedule

To view or adjust a client’s membership payment schedule, follow these steps:

On the Top Nav Bar, click the Search button and enter the client’s information in the box.
In the list of clients displayed, click the client’s name.
On the side menu, click Account > Passes & Memberships.
Find the membership whose schedule you want to view. Use the Search option or filter the list to easily find the membership.
Under the Action column of the Purchase Option, click the Action button and select Payment Schedule. The next scheduled payments are displayed. To view all payments made in the past, click View past payments.
Make any desired adjustments:
- To modify the date of a future scheduled payment:
  1. Click the payment date that you want to modify. A calendar appears.
  2. Select a new date for the payment from the calendar. The client will now make the payment on the new date. This won’t affect any other payment dates.
- To defer a payment:
  1. Click the Action button of the payment you want to defer.
  2. Click Skip. The value of the skipped payment is added to the next scheduled payment. A deferred payment won’t trigger a payment owing alert on the client’s profile or affect the client’s account balance.
- To adjust a payment but maintain the total price of the membership:
  1. Under the Scheduled Payment column, click the scheduled payment value that you want to adjust.
  2. In the box, enter a new value for the payment. The payment amount is changed, and the next non-adjusted payment amount is automatically increased or decreased to offset the change. For example, if you decrease the payment by $1, then the next non-adjusted payment will be automatically increased by $1.
- To adjust a payment without maintaining the total price of the membership:
  1. Under the Price column, click the price value that you want to adjust.
  2. In the box, enter a new value for the price. Entering a lower value will give the client a discount, while entering a higher value will cause the client to pay more. The value of the associated scheduled payment is automatically changed to match the new price. No other scheduled payments are affected.
- To revert the changes to a scheduled payment:
  1. Click the Action button.
  2. Click Undo.
- To reset previous prices on a client’s membership payment schedule:
  1. Click the More button at the top right of the screen.
  2. Click Reset to checkout price.
  3. In the confirmation popup, click Yes, I want to reset previous prices.
    A new payment schedule will be generated based on the current membership settings for price, duration, starting date, and frequency of payments.

Headings on the on-hold schedule

Heading	Description
Hold Period	The date range when the membership will be placed on hold.
Note	Displays the note icon if a note was added to the hold. Hover over the icon to review the contents of the note.
Duration	The duration of the hold.
Created On	The date the hold was created. If edited by a staff member, the column shows the date of the most recent edit. Click the date to see details in the edit log.
Created By	The staff member who created the hold.
Action	Click the Action button to edit the settings of the hold.

Headings on the payment schedule

Heading	Description
Payment Date	The upcoming payment dates for the membership. Click View Past Payments to show any previous payment dates. Payment dates can be manually edited by clicking the date.
Price	The price of the membership on a particular payment date. Staff members can manually edit the price of the membership by clicking the price.
Scheduled payment	The amount the client will be charged in the future for a membership with a fixed auto-payment schedule. You can reset a client’s payment schedule to include changes made to the membership. If a payment is missed, the amount is added to the next payment date's Scheduled payment column. If business policies are set to reattempt failed auto-payments and a client’s credit card is deleted, the auto-payment will be applied to their account balance.
Amount Paid	The amount the client paid for the membership.
Payment Method	The payment method used to purchase or renew the membership, or to refund or void a payment. If a payment was refunded or voided with Reflect in payment schedule set to ON, the column entry will be Refunded or Voided. The refunded or voided amount shows under Amount Paid, while the resulting owed amount is under Amount owed. The client's default payment method will be charged for scheduled auto-payments, regardless of the method used for the initial purchase. You can change which method is used for scheduled auto-payments from the Passes and Memberships page.
Amount Owed	Any amount owed by the client in respect of the membership. This amount is calculated as the difference between the sum of membership price and the amount paid for all past periods.
Edited	If a staff member makes any changes to a client’s membership plan, their name appears in the Edited section. If a membership plan has been manually edited, a note also appears next to the date in the Payment Date section. A payment schedule can be edited without editing the membership itself.
Action	When you click the Action button, you can: Click View More Info to view the payment period for the membership. Click Undo to undo changes made to any cell, such as date, price, or scheduled payment Click Skip to manually skip the payment for a particular period. This option only appears for memberships that have a fixed auto-payment schedule enabled. Note: If a payment is skipped, the amount is added to the next payment date's Scheduled Payment column.

Icons on the payment schedule

Status	Icon	Description
Amount Charged		Indicates that an automatic or one-time/manual payment has been charged for a membership with a fixed auto-payment schedule. Any future recurring payments will appear with a Future Scheduled Payment icon.
Manual Payment		Indicates the scheduled payment has been manually adjusted by a staff member.
Amount Paid		Indicates a manual, one-time payment made by a client or a staff member outside the schedule. This payment can also be made by the system if the business policies allow the system to reattempt failed payments. A one-time payment can be made to pay for future payment periods in advance, or even past periods that were unpaid due to failed or deferred payments, allowing the client to book upcoming sessions using this membership.
On-Hold		Indicates a hold has been placed on the membership by a staff member for this period.
Price		Indicates that the payment period for the membership has changed due to a change made in the individual membership by a staff member, such as changing the membership start date.
Active		Indicates that the client hasn’t yet been charged for the membership. The system will charge the client during the next batch of auto-payments. After the client has been charged, this icon changes to the Amount Paid icon.
Failed Payment		Indicates that the system attempted to make a payment for the membership, but the transaction was declined. For more information, see Processor error codes and their definitions.
Future Scheduled Payment		Indicates any payments that will be scheduled in the future. This icon will only appear for memberships with a fixed auto-payment schedule.
Skip Scheduled Payment		Indicates if a scheduled payment has been skipped. The scheduled payment for the skipped period is added to the scheduled payment for the next period.
Refunded		This icon indicates that the payment was refunded. The amount that was refunded appears under Amount Paid. The amount that is now owed as a result of the refund appears under Amount Owed.

Make a one-time payment to a membership

Membership settings

View a client’s Passes & Memberships page

Viewing your membership payment schedule as a client

Membership hold rules