Summary:

The subscription management feature is located in the ‘Subscription’ subsection of the ‘Settings’ section in both partner and client accounts. This section displays all plans that an account user can upgrade or downgrade their account to. Each plan that is listed in this section details the features and price of the plan. All client accounts that are created will start on a Free Plan, where partner accounts that are created have the option to be on either a Free Plan or a Paid Plan.

Usage:

The current plan that an account is on will have a blue check mark symbol on that plan. If the account is on a Free Plan and a user wants to upgrade the account onto a new Paid Plan, the user would have to click on the ‘Select’ button on that corresponding plan. The user would then have to click on the ‘Upgrade Subscription’ button.

An account can only upgrade to a different plan that is higher in price than the plan it is currently on. If a user wants to move their account onto a lower plan, they will have to cancel their current subscription. To cancel a subscription the user will have to click on the ‘Cancel Subscription’ button.

If a subscription is being canceled, the user will be shown an invoice detailing the remaining cost of the Plan that must be paid off, and the user can see how much they owe and pay the balance.

Anytime a subscription is being upgraded or canceled, if no payment method is on file, the user will be prompted to enter a payment method and will have to restart the upgrade or cancellation process. If the user is choosing to upgrade, a discount code field will also display and the user can add in their coupon code, and press the ‘Apply’ button, if applicable before finalizing their upgrade.