Manage Customer Plans & Account Status

This section contains essential information and usage guidelines for managing customer subscription plans and account status inside the Partner Panel.

What is Managing Customer Plans & Account Status?

The Manage Customer Plans & Account Status section in the Partner Panel allows partners to modify subscription plans or control account accessibility for active customers.

From here, you can:

• Roll back a customer to a previous plan

• Change a customer’s current plan

• Suspend a customer’s account when required

This ensures better subscription management, billing corrections, and compliance handling.

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Benefits of Manage Customer Plans & Account Status

• 🔄 Easily upgrade or downgrade customer plans in seconds

• 🧾 Correct billing or subscription errors efficiently

• ⚡ Instant plan changes with real-time updates

• ⛔ Temporarily restrict access using suspension controls

• 🎯 Maintain better operational control over customer accounts

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How to Use Manage Customer Plans & Account Status

Access Active Customers

1. Login to the “Partner Panel.”

2. Click on “Customer” from the left sidebar.

1. Navigate to “Active Customers.”

2. Locate the desired customer.

3. Click the “Actions” (⋮) icon next to the customer name.

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Option A: Rollback Plan

Use this option when you need to move a customer back to a previous or lower plan.

1. Select the customer from “Active Customers.”

2. Click on the “Action” button.

3. Choose “Rollback Plan.”

1. A popup will appear with the current plan pre-populated.

2. Select the new plan you want to roll back to.

3. Click “Yes, Rollback.”

✅ The customer’s plan will be successfully rolled back.

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Option B: Change Plan

Use this option to upgrade or switch a customer to a different plan.

1. Select the customer.

2. Click the “Action” button.

3. Choose “Change Plan.”

1. The popup will display the current plan.

2. Select the new plan.

3. Click “Yes, Change Plan.”

The plan will be updated immediately.

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Option C: Suspend Account

Use this option to temporarily disable customer access.

1. Select the customer.

2. Click the “Action” button.

3. Choose “Suspend Account.”

1. A warning popup will appear.

2. Click “Yes, Suspend.” to confirm.

The account will be suspended until reactivated.

🎉 Congratulations, you have successfully completed this section! You're one step closer to mastering BotPenguin.

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FAQs:

Can I rollback a plan after upgrading it?

Yes. As long as the previous plan is available in the system, you can use the “Rollback Plan” option to revert the customer to a lower or earlier plan.

Will plan changes take effect immediately?

Yes. Both “Change Plan” and “Rollback Plan” actions are applied instantly after confirmation.

What happens when I suspend an account?

When you click “Yes, Suspend,” the customer loses access to platform features until the account is reactivated.

Will suspending an account delete customer data?

No. Suspending only restricts access. All customer data remains intact unless manually deleted.

Can I undo a suspension?

Yes. You can reactivate the account from the Partner Panel when required.

Is there a confirmation popup before plan changes?

Yes. A popup appears before confirming any rollback, change, or suspension to prevent accidental actions.

If you still have questions for our team, write to us at [email protected]. We’ll get back to you within 48 hours.