HOW TO FIND AND EDIT AN INFUSIONSOFT SUBSCRIPTION

Policy

Credit Cards are to be entered into IS upon receipt as to follow PCI compliance. Credit Cards are not to be written down on paper

If updating an address, please note there are separate areas for billing and shipping address. Please clarify which address needs to be updated.

Task 

When a client needs to update information on an existing Infusionsoft subscription, the Front Desk Associate:

1. Navigates to IS and searches for the client’s profile from the search bar

2. Selects the orders tab & scrolls down to the “Subscriptions” section that need to be edited (Monthly Coaching Fee Subscriptions or FR Quarterly Maintenance Subscription)

3. For Coaching fee payment updates, please see Task “How to update a credit card on a coaching fee subscription” 

4. For Quarterly Maintenance subscription address updates, please see Task “How to change the address on a quarterly face reality subscription” (Refer TSK-XXX)

5. To make Quarterly Maintenance subscriptions inactive, please see task “Deactivating a Quarterly Maintenance Subscription”