Customers

Manage your subscribers, view customer details, and track subscription status for each customer.

Customer List

View all your subscribers in one place:

Customer List Columns

• Customer - Name and email address
• Plan - Subscription plan name
• Status - Active, Paused, Cancelled, or Expired
• Next Billing - When the next charge will occur
• Lifetime Value - Total amount paid by customer
• Subscribed Date - When they first subscribed

Searching Customers

Use the search bar to find customers by:

• Name
• Email address
• Phone number

Filtering Customers

Filter the customer list by:

• Status - Active, Paused, Cancelled, All
• Plan - Specific subscription plan
• Date Range - Subscription date range

Customer Details

Click on a customer to view their full details:

Customer Profile

• Name - Customer's full name
• Email - Contact email address
• Phone - Phone number (if provided)
• Created Date - When they first became a customer

Subscription Information

• Current Plan - Active subscription plan
• Status - Current subscription status
• Started - When subscription began
• Next Billing Date - Upcoming charge date
• Billing Amount - Recurring charge amount

Payment History

View all payments made by this customer:

• Date of each payment
• Amount charged
• Payment status
• Transaction reference

Subscription Status

Understanding customer subscription states:

Customer Actions

Actions you can take on customer subscriptions:

Cancel Subscription

End a customer's subscription:

• Subscription stops at end of current billing period
• Customer retains access until that date
• No further charges will be made

Pause Subscription

Temporarily pause billing:

• No charges during pause
• Can be resumed at any time
• Customer may lose access during pause (configurable)

Change Plan

Move customer to a different subscription plan:

• Upgrade or downgrade plans
• Proration options available
• Takes effect immediately or at next billing

Customer Communication

Customers receive automatic emails for:

• Welcome Email - When they first subscribe
• Payment Receipt - After each successful payment
• Payment Failed - When a payment attempt fails
• Subscription Cancelled - When subscription ends
• Trial Ending - Reminder before trial expires

Exporting Customer Data

Export your customer list for analysis or marketing:

1. Apply filters as needed
2. Click Export
3. Choose CSV or Excel format
4. Download the file

Exported Fields

• Customer name
• Email address
• Phone number
• Subscription plan
• Status
• Start date
• Lifetime value