Guide to Subscription Management and Payment Reminder

1. Accessing the Subscription Overview Section

• Navigate to the Admin Dashboard.

• Click on the Subscription Management tab.

• View all Active, Expired, and Other Subscriptions purchased by users.

2. Renewing a Subscription

Step 1: Select the Subscription to Renew

• Locate the company whose subscription needs renewal.

• Click on View Details next to the company name.
  

• Click on Renew Subscription

Step 2: Choose the Subscription Plan

• A list of all subscriptions purchased by that company will be displayed.

• Select the subscription that needs renewal.

Step 3: Verify Subscription Details

• Renew key details such as:
  

  • Plan Name

  • Seat Availability

  • Pricing

• As an admin, you can adjust the seat count and modify the pricing if needed.

Step 4: Enter Payment Details

• Select the payment method (UPI, credit/debit card, online payment, etc.).
  

• Enter the payment date and transaction ID.

Step 5: Finalize the Renewal

• Click on complete renewal to activate the subscription.

3. Sending Payment Reminders

Step 1: Access the Payment Reminder Section

• Navigate to the subscription management tab.

• Locate the pending or expired subscription.

Step 2: Send Custom Reminders

• Select the user or company that needs a reminder.

• Admins can send custom messages via email or SMS.
  

• Include important details like the due amount, renewal deadline, and payment instructions.

4. Monitoring Subscription Status

• Admins can track and update subscriptions based on:
  

  • Active Subscriptions: currently valid plans.

  • Expired Subscriptions: Plans that need renewal.

  • Pending Renewals: Subscriptions awaiting confirmation.
    

✅ Pro Tip: Regularly monitor subscription status to prevent service disruptions for users.