Auto-accepting Requests

Auto-accept requests to cancel overdue products.

Last updated 2 months ago

Auto-accept skips manual review for specific cancellation requests. You can configure this in subscription options.

Access subscription options

  1. Log in to Upmind admin.

  2. Go to Settings > Subscription Options under Branding and Customisation.

Settings > Branding and Customisation > Subscription Options

Enable auto-accept

  1. Under Cancellation Terms, select Auto-accept cancellation requests for overdue products.

  2. Save changes.

Requests auto-approve if the invoice is overdue. It has an immediate effect on new requests.

When auto-accept triggers

  1. Client submits a cancellation request on an overdue subscription.

  2. Upmind skips creating an open support ticket.

  3. Contract cancels based on the selected option, either immediate or end of term.

📘 Client-level overrides are available under Automation Overrides. For more details, follow this guide.