Subscriptions are a key part to ensuring only paid members/users are accessing both your digital and physical space.
Once a subscription is setup for a membership program, the subscription engine will continue to charge that person on the selected recurring basis as long as they're active or pending and the next billing date is in the future.
If their billing fails, they will immediately lose access to both your physical and digital spaces that are connected to PeopleVine. As well, on their next login to your portal, they will be prompted to make a payment to re-activate their subscription (while being blocked from all member only content - when tied to a membership program).
Subscriptions can be classified under a few different statuses:
Active subscriptions will be charged automatically on the next billing date. When tied to a membership program, that member will gain access to your portal. When tied to a product, an order will automatically be placed when the subscription is successfully processed.
Pending/ Paused Payment is best utilized to keep the person inactive until the next billing date. On the next billing date, their payment will be charged and their subscription activated (upon successful payment). When associated with a membership, their access will be blocked until their payment is processed.
Failed Payment is set automatically by the platform when their recurring billing fails. This will deactivate their membership and stop future processing on the subscription until a manual payment is processed (either by the customer/member or your staff).
Suspended is set manually to stop all future payments on this subscription.
Upgraded is used as an internal status of an existing membership when the individual has agreed to upgrade to the next tier. In this instance, the existing membership status should be changed to 'upgraded' and a new membership plan is activated and left in the 'active' status. Note, this does not need to be used but is available if your business operation requires this level of reporting.
Downgraded is used as an internal status of an existing membership when the individual has agreed to downgrade to a lower tier. In this instance, the existing membership status should be changed to 'downgraded' and a new membership plan is activated and left in the 'active' status. Note, this does not need to be used but is available if your business operation requires this level of reporting.
Expired is set manually to stop all future payments on this subscription.
Cancelled is set manually to signify that someone cancelled their subscription. Once this status is selected, a cancellation date field will appear. No further payments will be made beyond the date that is entered.
Archived (Hidden) is used to hide the subscription from the CRM profile in the dashboard, the customer and from back end reporting, unless you specifically filter by archived or export all data.
Archived is used to hide the subscription from the customer. It will continue to show on the CRM profile in the dashboard and in reporting.
*Please note that ONLY active and pending subscriptions with a next billing date in the future, will be processed through recurring billing.
Subscriptions will automatically re-activate when a person pays with either credit card, ACH or invoice. If invoiced, the system will keep them active and send an invoice to them for payment. Please note that invoiced subscriptions will not auto cancel if a payment is never made. To simplify billing, we recommend setting to auto-payments like credit cards and ACH.
Cancel a subscription
When cancelling a subscription, you will be prompted to add a Requested Cancellation Date. If left blank, they will immediately be cancelled. If you enter a future date, their subscription will automatically cancel on that date.
