Subscriptions
Manage recurring service subscriptions for clients
Subscriptions
Service subscriptions track the recurring services a client organization has purchased. They are separate from your workspace's AgencyPro platform subscription.
Team Management
Open Subscriptions to filter by status, service, organization, or billing period. Open a subscription to review the service, organization, current status, billing details, and available actions.
Viewing requires view_organizations or manage_client_organizations. Managing a subscription requires manage_client_organizations.
Depending on the subscription, team controls include:
- Pause, resume, or cancel
- Custom price and allowed request count
- Billing period and next billing date
- Internal notes
Check the details and confirmation dialog before applying a change. Available actions depend on the subscription's status, recurring type, and payment-provider support. Do not assume a change to workspace subscription settings automatically changes a provider's billing agreement.
Client Portal
Clients reach their subscriptions through Services; the client subscription list redirects there. Open a subscription to see its service, billing details, and available management actions.
An active recurring subscription can offer Pause. Paused or cancelled recurring subscriptions can offer Resume. Active or paused subscriptions can offer Cancel. Complete the confirmation dialog and check the resulting status.
Payment Methods
Payment-method updates are supported for Stripe subscriptions. The available card-management controls depend on the provider and subscription. PayPal subscriptions do not use the Stripe card-update flow.
Requests on Renewal
If the workspace has the recurring auto-requests feature and the service's Auto-create Request setting is enabled, a successful renewal can create a new request. That request is marked free of charge so the renewal is not billed twice. It does not copy answers or uploads from an earlier request; collect any new brief or files separately. See Services.
Troubleshooting
- Action unavailable: Check recurring type, current status, permissions, and provider support.
- Payment failed: Review the provider and payment-method details and the subscription's reported payment status.
- Unexpected next billing date: Review the saved subscription details and any pause/resume changes before collecting payment.