Auto Renewals

Auto-renewal details for Top of Mind and Elevated Retention Plans.

Nate avatar
Written by Nate
Updated over a week ago

To ensure your clients receive a non-stop curated experience on your behalf, all retention plans (Top of Mind and Elevated Retention) are set for auto-renew each month or annually.

This feature allows a true "set it and forget it" solution to take care of current and past clients.

While it's not recommended to stop client care, we understand some situations require auto-renew to be turned off. Turning the ANNUAL auto-renew off will ensure all touches are processed for a pre-paid annual plan.

To Turn Off the Auto-Renew Function (ANNUAL PAYMENT ONLY):
1. Click on "MY PLANS" on the left sidebar.
2. Select the client and corresponding retention plan you wish to adjust.
3. Click "TURN OFF" in the client information panel.

To Turn Off the Auto-Renew Function (MONTHLY PAYMENT ONLY):
1. Click on "MY PLANS" on the left sidebar.
2. Select the client and corresponding retention plan you wish to adjust.
3. Click "CANCEL" in the client information panel.

Did this answer your question?