Skip to content

Subscription management

The team's view of who subscribes to what. List and filter subscriptions, see each one's history, cancel, reactivate, give a discount, add add-ons, extend the period, send a payment link and create complimentary subscriptions, all with a record of who did it.

Subscription management is the list of every subscription in the community, with the team's actions on each one. Member billing is the payer's view; subscription management is the administrator's.

It lives in Members › Subscriptions: "Who subscribes to what, how much they pay and when the next charge is." Subscribers are people, so the tab sits with the rest of the community's people.

Moved on October 6, 2026. The tab used to be under Monetization. The old link (/monetization?tab=subscribers) takes you straight to Members › Subscriptions.

What it's for

The team needs to…In subscription management
Know who is past dueFilter by Past due
See who canceled this monthFilter by Canceling or Canceled and by period
Give the plan to a speaker or partnerCreate a complimentary subscription
Strike a deal with someone in difficultyGive a discount for a while, or extend the period
Charge someone who is past dueSend payment link
Send the list to financeExport CSV

Who can

Owner, admin and finance. All three see everything and take every action. Moderators and members have no access.

Finance gets there through the Members menu item: it opens straight on Subscriptions, and they don't see the other Members tabs.

Every action is recorded: who did it, when, what changed, what it was before and what it became.

How it works

The list

Each row shows the member (name and email), the plan and option, the status, the amount (with the discount, if any), the add-ons, the payment method, the next charge, the contract and the open renewal, if any.

StatusWhat it means
ActiveUp to date
TrialIn the free trial
Past dueThe renewal wasn't paid
PausedSuspended by the team
CancelingCanceled, but with access until the end of the paid period
Canceled / EndedOver
ComplimentaryCreated by the team, with no charge

The columns are Member, Plan · option, Status, Amount, Next charge and Method. A subscription with an unpaid renewal PIX or boleto shows "Awaiting payment".

The filters are the status (as pills), Plan or option, Started from and Started until (by the subscription's start date) and Search by name or email. Export CSV downloads the list with the same filters, up to 5,000 rows.

The detail

View details opens the subscription: the action bar (which changes with the status), the add-ons, the charge history and the timeline with the events (created, charge paid, charge declined, canceled, ended) and each team action, saying who did it ("The owner", "An admin", "Finance").

The actions

ActionWhat it does
Cancel subscriptionAt the end of the period (the member keeps access until then and is not charged again) or Now (access ends right away). The reason is optional and stays in the timeline. Nothing already paid is refunded
ReactivateUndoes a cancellation while the paid period hasn't ended: the subscription is charged again on the next date
Apply discountA percentage from the next charge, until a date or for as long as the subscription lasts. Remove discount goes back to full price on the next charge
Add add-onAdds an add-on without charging now: it's billed from the plan's next charge
Remove (add-on)At the end of the period or Now. Only the add-on goes; the plan stays
Extend periodBy days (from 1 to 3,650) or Until a date. The extra time is not charged, and the next charge moves with it
Send payment linkEmails the member Pay or add a card, which leads to their Billing page. Nothing is charged until they confirm

Every action asks for confirmation first.

Moving a member to another plan or billing option isn't a team action yet.

Creating a subscription

To give someone a plan without going through checkout:

ModeForWhat happens
ComplimentarySpeaker, partner, exchange, scholarshipNo charge and no statement entry. With With an end date, the subscription ends on its own on Complimentary until, without charging; with no date, it runs until the team cancels it
Start charging onPayment agreed separately until a date, or a grace periodFree until the chosen date; then charged like any subscription, by PIX, boleto or card

Reactivating a canceled complimentary subscription with an end date turns it into a paid one: from the end of the period, it's charged.

The person needs to be a member of the community. If they already subscribe to the same option, creation is refused: "This member already subscribes to this option."

Step by step: a complimentary subscription for a speaker

Role: owner, admin or finance.

  1. Members › Subscriptions, New subscription ("Give a member a subscription without going through checkout.").
  2. Under Member, search by name or email.
  3. Under Plan and option, choose Growth · Monthly.
  4. Under How billing works, Complimentary; tick With an end date and pick 12/31 under Complimentary until.
  5. If you like, write a note ("Conference speaker").
  6. Confirm. The subscription shows as Complimentary, and the speaker starts seeing the plan's spaces.

Examples

Ana fell behind and asked for a month. Finance opens her subscription, uses Extend period by 30 days, and writes the reason. The next charge moves to the following month, without charging the month granted.

A retention discount. Bruno was about to cancel. The team uses Apply discount: 20% until the end of the year. The next charges come out 20% lower, and the discount shows on his Billing page.

A coworking space that collects the first month separately. A resident paid the first month in cash. The team creates the subscription with Start charging on, with charging starting on the 10th of the next month, by card.

Messages

MessageWhat to do
This member already subscribes to this option.Open the subscription that already exists
This subscription has already ended.Create a new subscription
This subscription already ends with its period.To undo it, use Reactivate
This subscription's period has already ended.It can't be reactivated; create a new one
The discount must be more than 0% and less than 100%…Use a percentage between 0 and 100, with up to two decimals
This is an add-on; open the plan's subscription.Add-on actions live on the plan's subscription
The new date must be after the end of the current period.Pick a later date
The link could not be sent: the member has no email.Contact the member through another channel

Frequently asked questions

Does a complimentary subscription show up in sales? No. A complimentary subscription creates no charge and no statement entry.

Can finance cancel too? Yes. Owner, admin and finance have the same actions, and all of them are recorded with the name of who did it.

Does the team see what the payment processor charges? No. Subscription management shows the member's and the community's amounts, with the platform fee; never internal costs.

In the API

At /api/manage/subscriptions, with the community in the X-CommunityId header:

  • GET / lists, with status, productId, subscriptionGroupId, from, to, search, page and limit.
  • GET /export.csv exports.
  • GET /{subscriptionId} returns the detail, with charges, events and addOnSubscriptions.
  • POST / creates, with profileId, productId, mode (COMPLIMENTARY or FUTURE_CHARGE), complimentaryUntil, chargeStartsAt, paymentMethod and note.
  • The actions are:
    • POST /{id}/cancel and POST /{id}/reactivate;
    • PUT and DELETE /{id}/discount;
    • POST /{id}/add-ons and DELETE /{id}/add-ons/{addOnSubscriptionId};
    • POST /{id}/extend;
    • POST /{id}/payment-link.