Subscriptions Guide: Manage Customer Subscriptions

Overview

Manage customer subscriptions and plans through the Subscriptions page which has two sections; Subscription List (active customer subscriptions) and Subscription Plans (create/manage plans). You can track subscription status, billing cycles, start/end dates and manage renewals. 

Key Features

Subscriptions List

•  A table view of all customer subscriptions.
• View by customer name, business name, variant, start/end date, and remarks for each subscription.
• Add, edit, and/or delete subscriptions according to active or inactive status.
• Search available subscriptions using either name or business name.
• Display a summary card of total subscription count, total active subscriptions, and total inactive subscriptions.
• Possibility of activating or deactivating subscriptions.   

Subscription Plans

•  Select plan names, amounts, and billing cycles  
•  View a list of all available subscription plans in a table  
•  Filter through and search for different types of subscription plans.  

Subscription Management  

•  Add new subscriptions using the customer's info and selected plan  
•  Update existing subscriptions by changing data as needed  
•  Select a start date and end date for the subscription plan  
•  Enable or disable the auto-renew option
• Store Comments/Notes about a Subscription Plan
• Link a subscription plan to a specific Business   

Benefits

•  Better organization with one location for all subscriptions
• Time savings with instant access to subscription details
• Improved tracking of both active and inactive subscriptions
• Flexibility to manage plans and subscriptions independently
• Easy view of all totals at a glance
• Easy to add, edit and modify subscriptions
•  Opportunity to track recurring revenue and customer retention for business growth 

How It Works   

Manage Subscriptions  

• Log in, Go to the Subscriptions List tab
• Use the search option to locate specific subscriptions
• Use the filter function to narrow the list to Active and Inactive subscriptions
• Click on Add Subscription; you will then select the name of the Business and the Subscription Plan
•  Select the Month/Year for the Start Date and End Date using the Month/Year selection, and choose Variant and Auto-Renewal if applicable, add any Comments you wish and click Save.  

 Manage Subscription Plans  

•   Open the Subscription Plans tab
•   View all available plans  
•  Create new plans with name, amount, and billing cycle  
•  Edit or update existing plans  
•  Search plans by name  
•  Changing Subscription Status  
•   Use the status toggle on a subscription  
•  Confirm the change in the dialog 
• The subscription status updates immediately  

Conclusion

 Manage your Customers and Subscription Plans on the Subscriptions Page include Search, Filters, Status management, and an Overview Dashboard of Recurring Revenue, Customer Retention, and Lifecycle Management of Subscriptions through the Subscriptions Page provide the tools to help you organize and keep track of your customers and subscriptions, no matter how many subscriptions you are managing.