In this article, you’ll learn how to manage active subscriptions, make billing updates, and handle Auto Pay actions directly from your Omnify Dashboard.
Accessing Subscription Management
From your Frontdesk, go to Subscriptions.
Select the client’s active subscription you’d like to manage.
Click on the three-dot (⋮) menu beside the subscription to view available management options.
You’ll see several tools that allow you to edit billing, apply discounts, manage payments, or pause subscriptions.
🧾 Subscription Management Options
Here’s a breakdown of each available action and what it does:
Action | Purpose |
Download Waiver / VIMA | Retrieve signed client agreements |
Edit Discount | Modify or remove existing discounts |
Apply Pause | Temporarily suspend subscription |
Adjust Make-up Credit | Manage rescheduling credits |
Change Billing Cycle | Modify renewal or billing dates |
Cancel Subscription | Stop future Auto Pay and access |
Switch Subscription | Move the client between programs or convert trials |
Hold Payment | Pause auto-payments temporarily |
Update Payment Card | Replace or add the client’s saved card |
🧷 Download Waiver
Allows you to download the signed waiver associated with the subscription.
This includes client agreements or consent forms signed during the booking process.
🧾 Download VIMA
Download the VIMA form signed for this specific subscription booking — useful for verification or record keeping.
💸 Edit Discount
You can apply, update, or remove a discount from an active subscription.
⏸️ Apply Pause
Temporarily pause a client’s subscription — ideal for vacations or breaks.
You can also extend the billing cycle or offer make-up classes based on your policies.
🎟️ Adjust Make-up Credit
Allows you to manually add or deduct make-up credits for a client.
🔁 Change Billing Cycle
You can update or extend the subscription’s billing period to match the client’s schedule.
❌ Cancel Subscription
Cancels the client’s active subscription and stops all future Auto Pay charges.
⚠️ Once canceled, the client’s access to services and linked add-ons will be revoked after the current billing period ends.
🔄 Switch Subscription
This feature allows you to move a client to another day, program, or convert a trial into a paid subscription.
💰 Hold Payment
Pauses automatic payment collection for the selected subscription and any linked add-ons.
💳 Update Payment Card
Allows you to change or update the card linked to a subscription.
🧠 Notes & Best Practices
Always review the Next Billing Date before confirming any changes.
When updating billing or applying pauses, linked add-ons automatically adjust.
Ensure discounts and adjustments comply with your refund or billing policies.
For Auto Pay users, changing cards or pausing payments will affect automatic renewals until updated.
You’ve now learned how to manage every aspect of your clients’ subscriptions and Auto Pay settings — ensuring a flexible and streamlined experience for both admins and clients.