Modify the owner of a daily activity or subscription

Step 1 – Access Search

From the left-hand menu, click Search.

Step 2 – Search for the Customer or Order

In the Customer, Order, or Subscription section, enter the customer’s information, such as their name or email address.

Run the search.

Step 3 – Access the Order or Subscription

Depending on the section you use, the navigation may vary:

From the Customer tab

Click the customer’s name, then select the Subscriptions tab.

Click the three vertical dots next to the subscription and select Change Holder.

From the Order tab

Click the customer’s order, then click the three vertical dots next to the ticket reference number.

Select Change Holder.

From the Subscription tab

Click the three vertical dots next to the customer’s subscription, then select Change Holder.

Step 4 – Update the Holder’s Information

Update the required information:

• First name
• Last name
• Email address
• Year of birth

Step 5 – Save the Changes

Click Save to confirm the changes.

The holder of the daily activity or subscription has now been updated.