Subscriptions

A subscription is the member’s billing record.

It answers the question: How and when does this member pay?

This is different from a membership, which answers: Which program is this member enrolled in?

Understand what a subscription includes

A subscription can store:

• the billing plan and price being used
• the payment type used for the school’s records, such as card, bank, cash, or scholarship
• the next payment date
• an optional saved payment method for automatic collection
• current billing status and payment history

Subscription statuses

Status	What it means
Pending	The subscription starts in the future.
Active	The subscription is currently in effect.
Expired	The subscription’s end date has passed.
Cancelling	The subscription has a future cancellation date.
Cancelled	The cancellation date has arrived.
Archived	The subscription has been archived.

An end date remains in effect through that calendar date; the subscription becomes expired after the date has passed. A cancellation takes effect on its cancellation date. Kanri only attempts automatic collection when the subscription uses an eligible saved payment method. You can also keep subscriptions on file for payments handled outside Kanri.

Common tasks

1. Add a payment method.
2. Create a subscription.
3. Edit a subscription.
4. Extend, cancel, or review payments.
5. Review or adjust session credits on an eligible session-block subscription.
6. Archive a subscription when it should no longer appear in the active list.

Note

A member can have a subscription without a membership, or a membership without a subscription. These records are independent.

Next steps

Add a payment method Save a card or bank account.

Create a subscription Start recurring or fixed-term billing.

Edit a subscription Change billing details or timing.

View payment history See past payments for this subscription.