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Overview
Sometimes clients need their billing date adjusted — maybe they get paid later in the week or have ongoing failed payments. This guide shows you how to move future billing dates forward without cancelling the membership or losing payment continuity.
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Prerequisites
Before you begin:
- Make sure the membership is active
- Know how many days you want to move the schedule forward
- Ensure this update won’t interfere with any already failed payments
Step-by-step instructions
Step 1: Find the client’s membership
- Go to the Clients section
- Search for and open the client’s profile
- Scroll to the bottom and click into the Memberships section
- Click the eye icon on the active membership
Step 2: Select upcoming transactions
- Tick all future transactions (or select the ones you want to shift)
- Click the bulk update payment schedule icon (pencil and calendar)
Step 3: Move the payment schedule
- Enter the number of days to move the payment schedule forward
- For example, enter 3 days to shift a Monday billing to Thursday
- Double-check your calculation — payments can’t be moved backwards
- Click Confirm change to apply the change
Tip: If unsure, shift by a smaller number of days first, review the new dates, then adjust again if needed.
Expected outcome
The client’s future billing dates will shift forward by the number of days you chose — ensuring payments are better aligned with their preferred schedule or payday.
FAQs
Q: Can I move payments backwards if I make a mistake?
A: No — payment schedules can only be moved forward. Always double-check your date math before confirming.
Q: Will this affect already failed or overdue payments?
A: No — this only applies to upcoming future payments. Failed charges will still need to be resolved separately.
Q: Can I do this for paused or pre-sale memberships?
A: This method works best on active memberships. Use the pre-sale instructions for early-stage members.
Still need help?
Reach out to our support team via [email protected]
