Subscription Management gives your business a clearer picture of how your customers behave, including usage patterns and renewal times, which leads to more reliable revenue forecasting. It also improves the customer experience by letting them manage their own subscriptions, invoices, and transactions, while giving you room to offer upgrades or downgrades to keep them active in your community.

How It Works

Users can manage their subscriptions, invoices, and transactions by navigating to the client portal and accessing their profile settings.

Navigate to the Billing and Subscription tab. Here, you can view contact details, available payment methods, and information related to associated subscriptions, invoices, and transactions.

📌Note: The Payment Method section allows users to delete cards they no longer wish to use for future payments. However, if the card is linked to an active subscription, a notification will alert them before proceeding with the deletion. To ensure payment information stays accurate and up to date, users can update their card details through a secure "Payment Link," removing the need for manual edits.

Filter the results by date, status, or source.

Management Options

By clicking the three dots icon next to an item, users can access its options. The actions available will vary depending on which section they are in.

  • Subscriptions: Users can manage their subscriptions, including cancelling, upgrading, or downgrading them.
  • Invoice: Users can view, pay, or download their invoices regardless of status, and download a PDF copy.
  • Transactions: In this section, users can view the status of transactions within the system.

Removing User Access

To disable this option for your audience members, go to the Client Portal Settings inside the Sites section.

Enter App Permissions.

Disable Billing & Subscription by unchecking the box next to it.

Click Save Settings to keep the changes and remove your users' ability to monitor their subscriptions and billing.

That's it! You can allow your audience to manage their Billing & Subscriptions independently, reducing your team's workload, or remove this option entirely and take full control of how subscriptions are organised and managed.