Subscription Management in the Client Portal

Subscription Management provides your business with a deeper insight into your customers' behavior, such as usage partners and renewal times, resulting in more consistent predictions for your revenue. It also enhances the customers' experience by allowing them to manage their subscriptions, invoices, and transactions while you get the space to offer upgrades or downgrades to keep them active within 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. Additionally. to ensure payment information remains accurate and up-to-date, users can easily update their card details through a secure “Payment Link,” eliminating the need for manual edits.

Filter the results by their date, status, or source.

Management Options

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

• Subscriptions: Users can manage their subscriptions, including canceling, 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 maintain the changes and remove the option from your users to monitor their subscriptions and billing.

And that’s it! You can allow your audience to manage their Billing & Subscriptions independently, reducing your team’s workload, or choose to remove this option and take full control of how subscriptions are organized and managed.