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How to change a Subscription club member's charge dates or schedule

Move a Subscription club member's next charge date, or switch them to a different schedule, using Change Schedules & Charge Dates.

Each Subscription club member has a list of upcoming charge dates, based on the club's schedule. You can move one date, for example to send a member's order early, or switch the member to a different schedule.

Before you start

  • The schedules a member can switch to come from the club's settings. See "How to schedule club charges by month".

  • If you or the member later save the member's details with Edit Details, the charge dates go back to the club's schedule. Any date you moved by hand is lost.

How to move a charge date

  1. Go to Club Members and click the member's name to open their customer record.

  2. Under Memberships, click Actions next to the Subscription club.

  3. Click Change Schedules & Charge Dates. A pop-up opens.

  4. Under Charge Dates, find the date you want to change. There's one row for each upcoming charge, with a date and a time.

  5. Click the date and pick a new one from the calendar. To change the time, click the time and type a new one, for example 10:00 AM.

  6. Click Save Changes.

  7. A pop-up asks Are you sure you want to change the schedule for this club member? Click Change Schedules.

How to switch a member to a different schedule

  1. Open Change Schedules & Charge Dates (steps 1 to 3 above).

  2. Under Club Membership Schedule, check the Current schedule, for example January, April, July, October.

  3. Choose a new schedule in Change to. The Charge Dates below update to match. The pop-up says Changing the schedule will correspondingly update the charge dates listed below.

  4. Check the new dates, then click Save Changes and Change Schedules.

The Change to list only shows schedules that suit the member's frequency. For example, a member charged 4 times a year only sees schedules with 4 months.

What happens next

  • The membership line on the customer record shows the new next charge, for example Next Order on 02-Dec-2026.

  • The Estimated Next Run column on Club Members shows the new date.

  • The member isn't emailed about the change.

How to change many members' dates at once

Use Bulk Actions > Bulk Change Schedules/Dates (Filtered) on the Club Members screen. WithWine steps through one pop-up for each club and schedule in your filtered list, showing how many members are affected.

Troubleshooting

The date I set has gone back to the schedule. The member's details were saved with Edit Details after you moved the date, by you or by the member. Saving details always resets the charge dates to the club's schedule. Move the date again.

The schedule I want isn't in the Change to list. The club doesn't offer that schedule for the member's frequency. Add the schedule to the club first. See "How to schedule club charges by month".

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