Reset Billing Cycle Automation

Here’s how to use the reset billing cycle automation, starting from the “Account” tab of your Dashboard. Step-by-step instructions are below:

1. Automations

Click “Automations” tab on the left side bar to access the automation settings area.

2. Create New Automation: Reset Subscription Billing Cycle Anchor

Click “Create New Automation” to start setting up a new automation rule, then select “Reset Subscription Billing Cycle Anchor.”

3. Edit Automation

Click on the edit icons to customize.

4. For “When?”

Enter the number of days, weeks, or months. Selecting “Purchased Any” or “Purchased Specific” will enable additional options to select the item to be purchased.

5. One-time Charge

For one time charges, the option to select the specific item will be available.

6. Subscription

For subscription purchases, the option to select the specific item and payment plan will be available.

7. Booked Session

For booked this session, select the service and optional staff member.

8. Tag Added

For tag added, select the tag(s).

9. Tag Removed

For tag removed, select the tag(s).

10. Charge Behavior

Select the charge behavior for when the billing cycle anchor is reset.

11. Reset Subscription

elect a specific subscription to be reset or reset the most recent active subscription on the account.

You have successfully set up the reset billing cycle automation. Verify that the automation is active and configured with the correct timing and payment plans. For further customization, explore additional automation options or consult the help resources.