List pages on the web
The list loads from the server 10 records at a time. Below the table, the total appears on the left alongside 10 / 25 / 100 page sizes and page navigation. Filters cover the entire list, including other pages. Changing the page or page size clears selection; an export without selected records still includes the entire filter.
The summary beside the heading opens a centered Statistics dialog. Subscribers show four figures side by side on a wide screen and rearrange them on smaller screens. Financial figures require the corresponding permission.
Mobile web
On a phone, subscribers appear as cards with the same information. Actions stay visible and have larger touch targets. Search has its own row; other buttons wrap to fit the screen. Statistics open in a centered, scrollable dialog.
In lists that support selection, Select all records on this page appears above the cards. A card checkbox selects an individual record; selection and export cover the same records as on desktop. Changing the page or filter clears selection. This applies to the mobile website in a browser; the native app keeps its existing controls.
Working with lists on the website
The active-subscription count appears beside the heading; open it for other statistics. Filter contains active, past-due and canceled subscriptions. Row actions provide detail, in-app message, email, assigned worker and cancellation according to your permissions. Returning from a message opened from a subscriber detail brings you back to that detail.
Export downloads selected records or the entire filtered list as Excel or CSV. Prices are omitted without financial permissions. The green Write a message button is separate from bulk changes: open the recipient picker without selecting rows, or start with selected rows already filled in. Multiple recipients require Pro. Bulk changes contains email with blind copies, worker assignment and subscription cancellation according to permissions. Email opens your mail application without sending automatically. Changing page or filters clears selection.
Before bulk cancellation, check the selected subscriptions, usage and reason. Confirmation ends each subscription immediately and refunds the unused proportion of the latest payment, just like cancellation from its detail. The same permission and identity re-verification apply; results show actual refunded amounts by currency and any errors.
Subscriber list
Search covers the entire selected subscription status, including other pages. Each row represents one subscription, so the same person may appear more than once.
The list shows everyone who has subscribed to one of your services. For each subscriber you see the name and email, the package with its payment interval, how much they have used in the current period, the subscription status and since when they have had it.
- At the top you switch between active subscriptions, Past due subscriptions (the renewal payment has not gone through yet) and canceled ones.
- Find a subscriber by name or email in the search field.
- The price in the list is the one the subscriber actually pays. After you change a service price, the new price only shows from the day it starts to apply to that subscriber.
- On the website, open the active-subscription count beside the heading for monthly subscription revenue, average subscription length and cancellations in the current calendar month.
- Unfinished orders that the subscriber has not paid for are not in the list.
What you see in the subscriber detail
For each item, the usage breakdown shows used allowance, pending bookings and remaining allowance. Pending bookings hold allowance; confirmed bookings count towards usage. A product or quantity selected for future payments may differ from the allowance already paid for. Payment history and status are also available in the mobile detail if you have financial permissions.
Click Detail in the list (in the app, tap the row). The detail shows one subscription:
- contact (email, phone), package, price and payment interval,
- usage in this period (how many items of the entitlement have been used) and the date of the next payment,
- recent visits and, on the website, also payments with the status Paid, Pending or Refunded,
- the status of a new price if you changed the service price (awaiting approval, agreed, did not agree, scheduled),
- the end date if the subscriber canceled the subscription and no further payment will be taken.
Write a message opens a conversation with the subscriber in the app, Send email opens your email program. How messages work is described in Messages with subscribers.
What team members can see
The business owner sees everything. Team members need permissions from the Subscribers module:
- Subscriber list: access to the list.
- Open subscriber detail: without it, the member cannot open the detail.
- View financial details: prices and monthly amounts. Without this permission the member does not see them.
- Cancel a subscriber's subscription: ending a subscription with a refund (see below).
A member limited to certain branches only sees subscribers of services offered at their branches. The list has no separate filter by branch.
How to end a subscription and refund the money
When you need to end a subscription yourself (for example, you are no longer offering the service), you cancel it from the subscriber detail. The subscription ends immediately and the subscriber gets back the prorated part of the last payment for items they have not used yet.
- Open the subscriber detail.
- Click Cancel and refund the prorated amount.
- Enter the reason for canceling (at least 3 characters) and click Cancel and refund.
The app will ask you to confirm it is you: enter your password or a code from your authenticator app.
- The app calculates the exact amount based on unused items. For a subscription with unlimited usage, the whole last payment is refunded.
- The money is refunded from your share: it is deducted from your Stripe account. The SUBVY commission is not refunded.
- You cannot refund a payment that the subscriber is currently disputing with their bank. Details in Payment dispute.
- The subscriber receives a notification about the cancellation and refund.
- The cancellation cannot be undone.
When the subscriber ends the subscription
- A subscriber can cancel the subscription at any time, effective at the end of the paid period. Until then they keep using it and nothing is refunded. The detail shows when the subscription ends.
- A consumer can withdraw from the contract within 14 days. What this means for you is described in Complaints and withdrawal.
- If the subscriber does not agree to a price increase, the subscription ends at the end of the last paid period. More in Service price change.