Auto-Renewal Manual Setup

VIDEO TRANSCRIPT | Recorded: 2024-08-16 | Verify against current system state

Abstract¶

Brief walkthrough of manually setting up auto-renewal after creating an order in Aptify. Demonstrates the two-step process: first create a regular membership order, then go to subscriptions and enable auto-renew. Notes that there's no way to identify an order as auto-renewal at the time of order creation.

Key Procedures¶

• Create a new regular membership order
• Process the order with payment
• Navigate to subscriptions after order completes
• Check the auto-renew checkbox
• Save to generate auto-renewal items

Notable Statements¶

• 0:00:12 "You just create a new order and have to add the line for a regular old membership"
• 0:00:19 "There's no way for you to identify it as auto renewal at this point"
• 0:01:02 "This is the point where now I've got a subscription here. I can set it up as auto renew"
• 0:01:14 "At that point, it would generate all the necessary items for the auto renew to process"
• 0:01:25 "You get more detail from Tamara's review of it in that other video"

Systems & Configurations¶

Systems Mentioned¶

• Aptify (order processing, subscriptions)

Manual Auto-Renewal Setup¶

Order Details (Demo)¶

Credentials/Access Mentioned¶

• Aptify order processing access
• Subscription editing access

Vendor Contacts Mentioned¶

• Tamara (has detailed video on process)

Errors & Troubleshooting¶

• Issue: Accidentally ran demo in production
• Cause: User error
• Resolution: Will need to cancel the order
• Timestamp: 0:00:49

Transcript Gaps & Quality Notes¶

• Very brief recording (2 minutes)
• Part 2 of auto-renewal notes series
• References more detailed video by Tamara
• Demonstrates staff-side order creation
• Production order created by accident during demo