Renewals and Customer Health

See plans ending, trials and customers who need help; renew on behalf or remind them.

Workflow

  1. 1

    Renewals

    Partner → Renewals lists plans ending in 30 days, plans in their grace week, lapsed plans and organizations with no plan. Renew on behalf, send a payment link, or remind the customer. Customers are also reminded by email a week before, on the day and during grace.

  2. 2

    Trials

    The Trials tab shows running trials and each customer's activity, so you know who to help choose a plan.

  3. 3

    Customer health

    Customer health shows each customer's plan, usage against limits, last activity and wallet credit, and flags those near a limit, quiet for 14 days or low on credit. Open a customer for a support view that cannot change anything.