Common Subscription Use Cases

Use Case 1: Client Subscribes to a Recurring Service (Self-Checkout)

Scenario:

A client subscribes to a Social Media Management Plan ($199/month) using PayPal.

Flow:

1. The client selects the subscription service on the Agency Handy dashboard.

2. They choose PayPal as the payment method and proceed with checkout.

3. The system:

   • Creates a Subscription ID under Subscription Management.

   • Generates an Order linked to the subscription.

   • Automatically creates an Invoice and marks it as Paid after successful payment processing.

4. The client receives an email confirmation of the successful payment.

5. The system schedules the next billing cycle for the following month.

6. Before renewal, the client receives a Subscription Renewal Reminder email.

7. The next payment is processed automatically, ensuring seamless billing.

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Use Case 2: Manual Subscription Order with Offline Payment

Scenario:

A client subscribes to a Website Maintenance Plan ($149/month) and prefers to pay manually via bank transfer.

Flow:

1. The agency creates a manual subscription order under Subscription Management.

2. An Invoice is generated and sent to the client.

3. The client transfers the amount via bank.

4. The agency manually marks the invoice as Paid in the system.

5. A payment confirmation email is sent to the client.

6. The system schedules the next invoice and notifies the agency for manual follow-up.

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Use Case 3: Failed Payment & Subscription Continuation

Scenario:

A client is subscribed to an SEO Growth Plan ($299/month), but their credit card expires, causing a payment failure.

Flow:

1. Agency Handy attempts to process the recurring payment.

2. The payment fails, and the invoice status remains Open.

3. The system sends:

   • A Failed Payment Notification to the client, prompting them to update their payment details.

   • A notification to the agency, alerting them about the failed payment.

4. The agency can retry the payment manually or request the client to update their payment method.

5. Once the issue is resolved, the invoice is reprocessed and marked as Paid.

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Use Case 4: Client Requests a Change in Billing Cycle

Scenario:

A client initially subscribed to a weekly graphic design service but now wants to switch to a monthly plan.

Flow:

1. The agency accesses Subscription Management and selects the subscription.

2. They click Edit Subscription and change the Billing Cycle to Monthly.

3. The change applies only to future invoices, keeping the current cycle unchanged.

4. The client receives an email notification confirming the updated billing schedule.

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Use Case 5: Subscription Cancellation (Without Cancelling the Last Order)

Scenario:

A client subscribed to a PPC Advertising Package ($500/month) decides to stop future payments but wants the current month’s service to continue.

Flow:

1. The agency selects the client’s subscription in Subscription Management.

2. They click Cancel Subscription.

3. A confirmation popup appears:

   • Select "No" to keep the current order active while stopping future renewals.

4. The client is informed via email that no further payments will be charged.

5. The subscription remains active until the last order expires.

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Use Case 6: Subscription Cancellation (With Order Cancellation)

Scenario:

A client no longer wants their content writing subscription ($299/month) and requests immediate cancellation.

Flow:

1. The agency selects the subscription under Subscription Management.

2. They click Cancel Subscription and select Yes to cancel both the subscription and any active orders.

3. The subscription status updates to Inactive.

4. The client receives an email confirmation of the cancellation.

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Use Case 7: Service Deletion Restriction

Scenario:

An agency wants to delete a Logo Design Subscription Service, but active clients are subscribed.

Flow:

1. The agency attempts to delete the service.

2. Agency Handy prevents deletion and displays a message:

   • "You cannot delete a service with active subscriptions. Please cancel all subscriptions first."

3. The agency must first cancel all active subscriptions before deleting the service.