Change a Plan to a Customer

Subsbase allows you to seamlessly change a customer's plan, either immediately or at the end of the billing cycle. There are three ways to change a plan:

  1. Admin Portal
  2. Customer Portal
  3. API

Change Plan via the Admin Portal

  1. Access the Customer Profile
    • Log into the Admin Portal and find the customer whose plan you want to change.
    • Click "View Profile" to open their details.
  2. Open the Subscriptions Tab
    • Navigate to the Subscriptions tab within the customer profile.
  3. Initiate the Plan Change
    • Click the ellipsis (...) next to the subscription you want to change, then select "Change".
  4. Select a New Plan from the Plan Picker
    • Use the Plan Picker to browse and filter available plans by day, week, month, quarter, or year. You can also sort plans by price.
    • Choose the desired plan and click "Ok" to proceed or "Cancel" to exit.
  5. Fill in Required Information
    • If all necessary information for the new plan is already saved, the plan will be changed immediately.
    • If there is any missing information, a Required Fields popup will appear, allowing you to:
      • Fill in the missing details.
      • Mark specific fields as "Fill by customer" to notify the customer to provide the necessary information.
    • Validation rules will show green checkmarks for valid inputs and red warning icons for invalid ones.
  6. Customize the Plan
    • Adjust details such as addons or pricing configurations (if applicable) in the Customization section.
  7. Choose When to Apply the Change
    • Immediate Change: Select this option to apply the plan change right away. The customer will be billed immediately for any cost differences.
    • End of Billing Cycle: Select this option to apply the change at the end of the current billing cycle. Subsbase will update the subscription status to "Changing", and the switch will occur automatically at the cycle’s end.
  8. Apply Promo Code
    • Choose an existing promo code or create a new one. When creating a new promo code, define the Type, set the Value, and specify the Usage Limit.
    • The new promo code will generate a campaign, visible on the Campaigns page, with a default redemption count of 1.
  9. Save the Plan Change
    • Once all information and customization are complete, click "Save" to finalize the plan change.
change-plan-required-fields

Bulk Change Plan

Admins can perform a bulk change for multiple customers at once. This can be done via the Bulk Action button on the Customers Listing Page in the Admin Portal.

The is action can also be performed through APIs, via the Bulk Change Plan.

bulk-change
The customer is always enabled to Change or Cancel their plan(s) through their profile on the Customer Portal.

Change Plan via the Customer Portal

Customers can manage their own subscriptions and change plans directly via the Customer Portal. This allows them to switch plans without needing admin intervention.

For more information, visit the Customer Portal Subscriptions Guide.

Change Plan via the API

For automated workflows, you can use the Subscriptions API to change a customer’s plan. This is useful for integrating with your systems or performing bulk changes.

Refer to the Subscriptions API for more details.


For more detailed information about changing plans in Subsbase, please refer to Change Plan.

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