• Navigate to the Customers Dashboard.
  • Click on the customer you want to assign a subscription to. This will open the customer’s details page. Screenshot 2025-03-11 at 5.28.34 PM.png
  • On the customer details page, click the Add button.
  • Select a pricing plan from the dropdown menu. Only plans that have been created will be listed. Screenshot 2025-03-11 at 5.29.16 PM.png
  • Based on the selected plan, subscription preview along with breakdown of charges will appear on the right side of the screen. This includes all recurring charges and usage-based charges that you’ve created in the plan for the given billing period. Screenshot 2025-03-11 at 5.30.28 PM.png
  • Specify the Subscription Start Date thats marks as the beginning of the billing cycle.
  • Define the Subscription End Date if required. By default, this is set to “Forever.”
  • Once all details are entered, click Add Subscription to save.
  • The subscription will now appear under the customer’s details with its status and billing information. Screenshot 2025-03-11 at 5.30.57 PM.png
Managing Multiple Subscriptions for a Customer
  • A single customer can have multiple active subscriptions.
  • Each subscription operates independently based on its assigned billing period, charges, and start date.
  • For example, a customer can have both a Basic Plan and an Addon: AI Agent Sessions subscription, each billed separately.