Subscriptions
Manage recurring service subscriptions for clients
Subscriptions
Handle recurring billing for services and manage subscription lifecycles.
Overview
- Recurring services with billing periods
- Pause/resume/cancel controls
- Payment method management (client side)
Team Management
- View subscriptions list
- Open a subscription to see details
- Actions:
- Pause
- Resume
- Cancel
- Update plan/tier (where applicable)
Client Portal
- View active subscriptions
- Manage payment method
- Pause/resume/cancel when allowed
Best Practices
- Communicate changes to clients
- Define clear cancellation policy
- Use proration where applicable
Troubleshooting
- Action blocked: Check permissions and plan limits
- Payment failures: Verify payment method and retry logic