Customer Subscription Management

Edited

Overview

The Customer Hub empowers users to execute a variety of subscription-related tasks directly within the Peak platform. These actions include adding, upgrading, downgrading, renewing, and canceling subscriptions.

Elements of the My Subscriptions Page

Subscriptions Section

In this section, users can find a comprehensive list of all active subscriptions, complete with detailed information for each subscription. Additionally, all products included in each subscription are prominently displayed for easy reference.

Actions Section

Through the Actions button, users can access a suite of subscription management features. These functionalities encompass updating, renewing, and canceling subscriptions. Moreover, users have the option to initiate a new subscription directly from this page.

Managing Customer Permissions

Administrators have the ability to configure settings at the profile level to regulate the visibility and permissions granted to customers concerning subscription management.