Managing subscriptions

A subscription is what lets someone open lessons and courses. Without an active one, a member can sign in and look around, but the content stays closed.

Admins are the exception. They always have access and never need a subscription, so you will never create one for yourself.

A subscription belongs either to a user or to a company. A company subscription covers everyone in that company, which is how you handle a customer that pays on its members' behalf. For everyone else, subscribe people one at a time.

Read the access badge

The Users and Companies lists both carry an access badge, and so does each person's and company's detail page.

• Active until <date>. Covered, and when it runs out.
• Admin. Exempt from the subscription check entirely.
• Inactive. Blocked from lessons and courses until you give them a subscription.
• Covered by the company plan. Their company holds the subscription, not them. This is the one case where creating another subscription is the wrong move.

If a badge is a dash rather than a label, the tenant has more active subscriptions than can be checked in one pass. Open the person or company directly to see where they stand.

Give someone a subscription

1. Open the user from Audience → Users.
2. Go to Manage and find the subscription row.
3. Click Create subscription.
4. Pick the plan and an expiry date.
5. Create it.

For a company, open it from Audience → Companies, go to its settings, and create the subscription there. Everyone in the company is covered from that point.

If the person is already covered by their company's plan, the page offers View company billing instead. Follow that rather than stacking a second subscription on top.

Change the expiry

The expiry date is the only part of an existing subscription you can edit. Use Edit subscription on the user's Manage page, or Change expiry on the company, and pick a new date.

To extend someone, push the date out. There is no separate renew step.

Cancel or delete

These are two different things and they are not interchangeable.

• Cancel ends a real subscription. Access to lessons and courses is revoked immediately, not on the expiry date. Use this when someone leaves or stops paying.
• Delete removes the record entirely, as though it never existed. Use this only for a subscription you created by mistake.

If you are not sure which you want, cancel. It keeps the history.

Subscriptions you cannot edit

A subscription carries the source it came from: Stripe, RevenueCat, or Internal.

Only internal subscriptions, the ones you or a package created, can be edited, canceled, or deleted here. Stripe and RevenueCat subscriptions belong to the provider that issued them, so they are shown but not editable. Change those in the provider.

Subscriptions from a package

A package with a Start subscription action opens one automatically for whoever receives the package, for the number of days the action specifies. That is the usual way to hand out a trial: build the package, put a promotion in front of it, and share the link.

Those subscriptions behave like any other internal one once they exist. See Managing packages.

Tips

• Check the badge before creating anything. Half of all duplicate subscriptions are for someone their company already covers.
• Cancel rather than delete when someone leaves. You will want the record when they come back.
• Give a company one subscription rather than subscribing its members individually. It is one expiry date to track instead of forty.