Contact Management

How to Change a Customer's Start Date

Changing your Customer's start date can be necessary for a variety of reasons. Most commonly, changing your Customer's start date may be helpful for granting access to all the content in a Product that is set to drip for a specific Customer. Learn to change your Customer's start date.


Change your customer's start date

To change the start date:

  • Open the Contacts tab from your Dashboard.
  • Select All Contacts:

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  • Then, search the Customer's name or email address.
  • Select the Customer you want to change to open their profile.
  • Click Open Full Profile:

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  • Select the Purchases tab in the top menu:

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  • Then, click More Info next to the Offer you want the change applied to:

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  • Click on the  icon to open more options.
  • Select Edit access start date:

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  • Use the dropdown fields to update the Effective Start Date.
  • Then, click Save to keep and apply your changes:

Kajabi_-__admin_purchases_grant_2153534484.png

Note:
Changing the Start Date has no affect on the payment structure set up in the Offer.

And that’s how you can change a customer's Start Date!

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