Cancellation: Processing a Cancel Rescue Task

SOP: Processing a Cancel Rescue

Open Task: Go to Success Inbox → open task to review cancel rescue details and customer name.
Search Spiffy: Search by customer email (more accurate than name).
Select Record: Click the active (or cancelling) subscription profile (do not click the order record).

Stop Cancellation: Click stop the cancellation to resume active status. Add a single, brief log note to avoid duplicates.
Push Billing Date: Advance the payment date based on the request (e.g., skip July/August → set to September 12).
Update Price: Select an adjustment subscription plan matching the new requested price (e.g., change from $399 to $299).
Set Timing: Choose change at the end of cycle to prevent immediate, accidental charges.

Discount Check: Turn off keep discount if previous promotions should not carry over to the new price.
Automate Temporary Pricing: For limited-time rates (e.g., 3 months), use an expiring discount or automated end date. Do not rely on future manual tasks.

Plan Restrictions: Only choose adjustment subscription plan. Never select purchase plans.
Plan Mismatches: If the requested plan does not exist or is named for a very specific use-case, please create a new adjustment subscription to avoid future confusion.