User Guide
AgencyHandy User Guide - For Client
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
AgencyHandy User Guide - For Client
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
  • Agency Handy User Guide - For Client
  • 1. Introduction of Agency Handy
    • 1.1 Why should you choose Agency Handy?
  • 2. Getting Started
    • 2.1 Sign In
    • 2.2 Accessing the Main Interface
  • 3. Managing Dashboard
    • 3.1 Service
      • 3.1.1 View Service Details
      • 3.1.2 Purchase a Service
      • 3.1.4 Share URL of a Service
    • 3.2 Order
    • 3.3 Subscriptions
    • 3.4 Tickets
    • 3.6 Invoices
    • 3.7 Files
      • 3.7.1 Manage Files in Order Task
      • File Feedback
  • Use case
    • How to create Lead via API
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  • What:
  • Purpose:
  • Pre-conditions:
  • Steps to Use (Detailed Guide)
  • Important Notes:

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  1. 3. Managing Dashboard

3.3 Subscriptions

Clients can view their active and past subscriptions, track payment details, check subscription status, apply filters, and sort subscriptions for easy navigation.

What:

This feature allows clients to:

  • View all active and past subscriptions in a structured list.

  • See payment details, including the last and next payment date.

  • Check subscription status (Active, Expired, Canceled, or Pending).

  • Filter and sort subscriptions for easier access to relevant information.

Purpose:

  • Provide clients with a clear overview of their subscriptions.

  • Enable quick access to payment details to avoid missed renewals.

  • Allow efficient filtering and sorting for better subscription tracking.

  • Help clients stay informed about upcoming payments and subscription statuses.

Pre-conditions:

  • Clients must have an active account on Agency Handy.

  • At least one active or past subscription must be available.

  • Subscription payments must be processed through the platform for payment tracking to be accurate.

Steps to Use (Detailed Guide)

1. Accessing Subscriptions

  1. Log in to your Agency Handy account.

  2. Navigate to the Subscriptions tab on the left sidebar.

  3. A list of all active and past subscriptions will be displayed.

2. Viewing Subscription Details

  1. Click on any subscription to view details, including:

    • Service Name (Linked to the subscription)

    • Subscription Status (Active, Pending, Expired, Canceled)

    • Last Payment Date (Date of the most recent payment)

    • Next Payment Date (Upcoming payment due date)

3. Filtering & Sorting Subscriptions

  1. Use Filters to refine your search based on:

    • Service Name (Filter by a specific service)

    • Status (Active, Expired, Canceled, Pending)

    • Last Payment Date (Filter subscriptions based on last payment date)

    • Next Payment Date (Filter based on upcoming payments)

  2. Use Sorting Options to arrange subscriptions:

    • Alphabetically (A-Z / Z-A)

    • By Created Date (Newest First)

Important Notes:

  • Clients can only view their own subscriptions and payment history.

  • Subscription status automatically updates based on payment and renewal cycles.

  • Filters and sorting help organize subscriptions efficiently for quick access.

  • Clients should regularly check their next payment date to avoid service interruptions.

  • Expired or canceled subscriptions may not be restorable depending on the service provider’s policies.

Previous3.2 OrderNext3.4 Tickets

Last updated 14 days ago

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