Updating, downgrading, or canceling subscription plans is a common thing in any e-commerce model and it should be a simple and easy procedure for customers.
Imagine this situation: You run a magazine subscription service offering three levels of subscriptions: Gold, Silver, and Bronze. Now, suppose you have a subscriber who is currently on the Gold plan but wants to switch to the Bronze plan, As the store owner, it is up to you to decide whether to allow this change or not, but this process should be easy without the need for customers to reach out to you for assistance.
This guide aims to provide you with the necessary information on how store owners can grant customers permission to upgrade, downgrade, or cancel their subscriptions.
We will explore both perspectives, from the store owner’s point of view and the customer’s perspective.
If you have questions about the User dashboard setup, please check our documentation.
How to Allow Subscription Changes from the Customer Dashboard
Enabling customer control over their subscription adjustments is a straightforward process with SureCart. You have the flexibility to decide whether your customers can modify their subscriptions from their customer dashboards. If you wish to grant them this option, follow these simple steps:
- Navigate to SureCart.
- Access the “Settings” section.
- Choose “Subscription.”
From there, you can make the necessary adjustments to enable your customers to manage their subscription plans.
We have just three settings here. Let’s understand them individually.
Allow Subscription Changes: Enabling this option allows clients to switch pricing plans directly from their customer portal.
This is a great option when you want to allow your customers to make changes to their subscription plans from their customer portal.
This is how it appears from the customer portal, on this screenshot we see the current plan is the Basic Plan and we are going to upgrade to the Pro plan.
Allow Subscription Quantity Changes: Enabling this option allows customers to directly modify the number of subscriptions they have through their customer portal, eliminating the need to repurchase plans.
This is how it appears on the customer portal. In the screenshot, the user is trying to increase the quantity of their subscription.
Allow Subscription Cancellations: Enabling this feature allows your customers to cancel their subscriptions from their customer portal.
This is how it appears from the customer portal. Customers can click on the Cancel Plan button to make a cancellation.
With SureCart, customers have the convenience of effortlessly upgrading their subscription plans, adjusting the quantity of their subscriptions, or opting for cancellations.
Your customers are not required to follow any complex process or seek assistance from you every time they want to make changes to their subscription. All these options are readily available within their designated customer dashboard.
Hope this was helpful. Let us know if you have any questions!
