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Saving an active subscription reconciles its future generated orders. Ordinary future work follows the new agreement, while customer promises and financial or completed history remain protected.

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What Sweeply normally updates

For ordinary future generated orders, Sweeply can update:
  • Property
  • Recurring task lines, prices, durations, and customer-presence values
  • Subscription notes
  • Day, time, and preferred-member requirements
  • Target weeks created by the revised cadence
A scheduled but unnotified order may keep its current schedule while its recurring content changes. Planning reviews the affected week when scheduling inputs change.

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What remains protected

Sweeply preserves orders that are:
  • Covered by a current before-delivery customer notification
  • Started or completed
  • Invoiced or payment-bearing
A notified order keeps the content and schedule that formed the customer promise. Scheduled subscription maintenance is deliberately conservative. It creates missing future orders but removes an obsolete generated order only when it still matches the subscription-generated record and has no manual content. Protected or ambiguous orders remain unchanged and create an Inbox item for review. Current and past occurrences are not reconciled by scheduled maintenance.

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Adjust prices in bulk

From the subscription list, select subscriptions and choose Adjust prices to preview a percentage increase or decrease. The preview shows eligible subscriptions, affected task lines, updated recurring values, and protected future orders that will keep their current prices. For active subscriptions, you can optionally send the updated agreement by email, SMS, or both. A channel must be globally enabled and the customer needs a valid recipient. The notification is sent only when you select the channel during the adjustment.
A bulk adjustment may complete in batches. If it stops after some records were updated, preview the remaining selection again before retrying. Protected future orders retain their existing prices.

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Change the subscription

When the next generated order should keep its current content, choose Keep the next order unchanged in the warning before saving. Sweeply detaches that order from the subscription so it becomes an independent order. Later subscription changes, pauses, and cancellation no longer manage the detached order.
1

Open the subscription

Review its current property, tasks, base cycle, start week, requirements, notes, and generated orders.
2

Make the recurring change

Update only the parts of the agreement that should apply to future visits.
3

Review the future-order warning

Confirm that ordinary future generated orders may be updated, removed, or replaced and that notified work remains unchanged. If needed, choose to keep the next generated order unchanged.
4

Save and review generated orders

Compare upcoming orders with the revised cadence. Review a detached next order separately because later changes to the subscription will not update it.
5

Review Planning

Replan affected weeks when they need an accepted plan, and contact customers deliberately if an operator later changes a protected promise.
Manually created orders and manually linked subscription orders are not managed in exactly the same way as ordinary generated occurrences. Review them separately after a substantial subscription change.
Last modified on September 20, 2026