Subscriptions, pausing and cancelling
The three recurring products you can have, which of them can be paused, and how to cancel each one yourself.
5 min read
Before you start
- An active subscription or membership on the Billing & Balance page
Tip
Fast forwarding charges you for next week's leads now instead of on your billing date.
You may have up to three kinds of recurring charge, all managed from Billing and balance. This article covers what you can do to each and when the change takes effect.
Pausing a one time Premier order is a different thing and has its own article, Pausing and resuming an order.
Weekly lead subscriptions
These are started from the order form by turning on Subscribe & Save and paying. Once the toggle is on, the pay button reads Subscribe in the signed in form and Subscribe & Pay on the public page. Each week you are charged the Weekly total and that week's leads are ordered for you.
Each active weekly lead subscription card has three buttons. The Sales Gym membership card is in this section too and has its own controls, covered in Cancelling your Gym membership.
Note
There is no pause for a weekly lead subscription. If you need a break, cancel it and start a new one when you are ready.
Editing the subscription
Edit opens Edit Subscription. You can change Leads per week, Language, your Post Lead Action with its booking link or phone number, and your Agent NPN (optional). Leads per week moves in steps of 25, with 25 as the lowest. A Pricing Preview shows the new weekly total. Changes take effect on your next billing cycle. States cannot be changed here, so contact support for that.
Fast forwarding a charge
Fast Forward opens Fast Forward Billing. It charges your card for next week's leads now instead of on your billing date, and the window states the lead count and the amount before you confirm. One-time fast forward charges now and then returns to your usual billing day. Make this my new billing date moves every future charge to this day of the week. Click Charge Now to confirm.
Cancelling a weekly lead subscription
Step 1. Click Cancel on the card
Cancel opens Cancel Subscription.
Step 2. Confirm or back out
Click Cancel Subscription to confirm or Keep Subscription to back out. Your subscription stays active until the end of the billing period you have already paid for, and no further charges are made after that. The card moves to the Cancelled tab.
Cancelling during a commitment
If you took a commitment discount and cancel before it ends, the window warns "You're in a commitment period". The subscription still ends at the end of the period you have paid for.
Warning
The penalty is on the discount. You cannot take a commitment discount on a new subscription until the end date shown in the warning, and the cancelled subscription shows Discount penalty until that date on its card in the Cancelled tab.
Weekly aged lead subscriptions
These show in the Aged-Lead Subscriptions section. An active one can be paused. The small buttons on each card do the following, and only the ones that apply to that card's status are shown.
- The pause button stops future weekly charges. Leads you have already paid for this week still arrive.
- The resume button restarts it. Your next charge is a full week from the day you resume, and you are not charged for the time it was paused.
- The cancel button ends it for good once you confirm in a confirmation box. "Leads already paid for still deliver, but no future weeks are billed." A cancelled aged lead subscription cannot be resumed.
A status of Pending card means the first payment has not been made yet. If a weekly charge fails, the subscription is cancelled. More in Weekly aged lead subscriptions.
Sales Gym membership
The Gym is a monthly membership. It cannot be paused. You can cancel it any time with no cancellation fee by clicking Cancel membership on the Sales Gym Membership card, from the membership menu inside the Gym, or by emailing support@clsdleads.io from the address on your account. You keep access to the end of the month you have paid for, and until that date a Don't cancel button on the card reverses it.
The full detail is in Cancelling your Gym membership, and what cancelling does and does not refund is in Refunds.
Troubleshooting
My Sales Gym Membership card says Payment due
A monthly payment failed. The card shows Payment due. Click Retry payment, or Use a different card to pick another saved card first. Nothing has been cancelled.
An aged lead subscription shows Pending card
The first payment has not been made yet. If a weekly charge on an aged lead subscription fails, the subscription is cancelled.
I need to change the states on my weekly lead subscription
States cannot be changed from Edit Subscription. Contact support and we will change them for you.