Knowledge BaseSubscriptionsSubscription
Guide

Managing Customer Subscriptions

The Subscriptions section enables administrators to monitor and manage customer subscription plans. From this page, you can view active subscriptions, filter records by status or customer, and update subscription details when required.

Managing Customer Subscriptions Overview

The Subscriptions page provides a centralized view of all customer subscriptions, including plan information, pricing, subscription dates, and current status. This helps administrators keep track of active plans, monitor subscription periods, and ensure customers have the correct service access.

Subscription List

The subscription table displays detailed information for each customer’s subscription.

Available Information

Each subscription record includes:

Customer Name
Email Address
Subscription Plan
Plan Price
Start Date
End Date
Current Status
Available Actions

This overview makes it easy to review subscription details and identify active or expiring plans.

Filter Subscriptions by Status

Use the Status filter to display subscriptions based on their current state.

Available Status Options

Active
Expired (if applicable)
Cancelled (if applicable)
Other available statuses

Benefits

Quickly find active subscriptions.
Monitor expired or inactive plans.
Simplify subscription management.

Filter by Customer

The Select Customer dropdown allows you to display subscriptions for a specific customer.

To Filter by Customer

Click the Select Customer dropdown.
Choose the desired customer.
The table updates to display only that customer's subscription records.

This is especially useful when reviewing an individual customer’s subscription history.

Viewing Subscription Details

Each row provides important subscription information.

Plan Information

The Plan column displays the subscription package assigned to the customer, such as:

Monthly Plan
Lifetime Plan
Recurring Plans
Device-specific Plans

Administrators can quickly identify which services are assigned to each customer.

Subscription Status

The Status column indicates the current state of the subscription.

Common Status Values

Active – The subscription is currently valid and operational.
Expired – The subscription period has ended.
Cancelled – The subscription has been terminated.

Monitoring subscription status helps ensure uninterrupted service for customers.

Editing a Subscription

The Edit icon in the Action column allows administrators to modify an existing subscription.

To Edit a Subscription

Locate the subscription record.
Click the Edit icon.
Update the required subscription details.
Save the changes.

Information That Can Be Updated

Subscription Plan
Subscription Status
Start Date
End Date
Pricing (if applicable)

Pagination and Record Display

The Subscriptions page supports pagination for efficient navigation through subscription records.

Features

Browse subscriptions page by page.
Select the number of records displayed per page.
Navigate easily using pagination controls.

Best Practices

Regularly review active subscriptions.
Update subscription details whenever a customer's plan changes.
Monitor upcoming expiration dates to prevent service interruptions.
Use filters to quickly locate specific customers or subscription statuses.
Verify subscription information before saving any changes.

Editing a Customer Subscription overview

The Edit Subscription page is used to manage subscription details after a plan has been assigned to a customer. Certain fields, such as the customer name and subscription plan, are displayed for reference, while configurable fields can be updated to reflect changes in the customer’s subscription.

Customer Information

The Customer field displays the name of the customer associated with the subscription.

Details

Customer name is displayed for reference.
Confirms that changes are applied to the correct subscription.
This field is typically read-only.

Subscription Plan

The Plan field displays the subscription package currently assigned to the customer.

Examples

Lifetime Plan
Monthly Plan
Annual Plan
Custom Plans

This information helps administrators verify the selected subscription before making updates.

Subscription Dates

Start Date
The Start Date indicates when the subscription became active.

End Date
The End Date specifies when the subscription expires.

When to Update

Renewing a subscription
Extending the subscription period
Correcting subscription dates

Maximum Devices

The Maximum Devices field defines the number of devices the customer is allowed to connect under the current subscription.

Benefits

Control device usage.
Enforce plan limitations.
Prevent unauthorized device connections.

Maximum SMS

The Maximum SMS field specifies the maximum number of SMS messages allowed under the subscription.

Typical Uses

Set monthly SMS limits.
Adjust messaging quotas.
Support different subscription tiers.

Subscription Price

The Price field displays the cost associated with the subscription.

When to Update

Changing subscription plans
Applying promotional pricing
Correcting billing information

Subscription Status

Use the Status option to enable or disable the subscription.

Available Options

Active – The customer can continue using all subscription features.
Inactive – The subscription is disabled until it is reactivated.

Updating the subscription status allows administrators to control customer access without deleting subscription records.

Saving Changes

Review all subscription details.
Click Save to apply the changes.
The updated subscription information will be stored and reflected throughout the system.

If you do not want to keep the changes, click Cancel to return without saving.

Best Practices

Verify customer and plan information before making updates.
Ensure subscription dates are accurate.
Configure device and SMS limits according to the assigned plan.
Update pricing only when required.
Set the correct subscription status to ensure appropriate customer access.