Viewing the list of subscriptions of a specific customer

The "Subscriptions" section of the customer details screen allows you to view the currently active subscriptions, as well as the customer's subscription history.

Subscriptions of plans and add-ons with an outdated (legacy) version will have a proper indication, and migration to the latest plan or add-on version can then take place.

Subscription statuses

Provisioning subscriptions

For the most part, provisioning of subscriptions should be done by customers in a self-served manner by the customer using the Stigg server SDK; however, it's also possible to manually create subscriptions from Stigg Cloud Console.

To provision a new subscription, click on the "+ Add" button under the Subscriptions section of the customer details screen.

In the opened screen, enter the below details:

1. Plan and relevant price (monthly, annually, custom)
2. Start date - by default, subscriptions start immediately. When a subscription is created in a past start date, the customer will charged in their next billing period. When a subscription is created a in a future date, it will become scheduled to start on the entered future date.
3. For paid and custom plans - whether to start the subscription in a free trial and if so for how long. If the plan has a default trial configuration, this configuration is preselected. Admins can also override the default configuration during the subscription creation.

Add add-ons to the subscription if needed.

When provisioning a subscription to a plan with a custom price that has variable entitlements, enter the value of the entitlements under the "Custom entitlements" section.

When Stigg integrated with a billing solution (such as Stripe), a valid payment method is required to provision a subscription for a paid plan. The payment method can be provided by a customer in advance, or during the provisioning of the subscription itself in the Stigg Console.

Review the subscription summary.

Confirm the creation of the subscription by clicking on the "Create" button.

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1. A customer can have at most one active trial and one non-trial (free or paid) subscription.
   When the customer has a trial subscription and new trial subscription to the same product is created - the current trial subscription will be canceled at the start date of the new trial subscription.
2. When the customer has a active non-trial (free or paid) subscription and new non-trial subscription to the same product is created - the current non-trial subscription will be canceled at the start date of the new non-trial subscription.
3. When the customer has an active trial subscription to a specific plan, and a paid subscription for the same plan is created is created (= an upgrade from a trial subscription to a paid subscription), the paid plan will start at the end of the trial period.
4. In the self-served flow:
   1. Customers can only have one free trial per product. Admins can manually create additional trial subscriptions using the Stigg Console.
   2. When a customer has already paid for a plan, they'll no longer be eligible for a free trial - the reasoning behind this behavior is that free trials are intended to allow customers to try the product before they pay for it. If they already paid for it, they don't need to try it.

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When Stigg is integrated with a billing solution, in order to create a paid subscription, the customer must have a valid payment method that can be used for billing the subscription.

For the most part, payment method are entered by customers during the checkout process when they attempt to pay for a paid subscription; however, Stigg also allows admins to add payment method on their behalf when customer don't have a defined payment method. This functionality is helpful when a tech support or customer success representative is assisting a customer in completing their subscription.

When admins attempt to create a paid subscription and the customer doesn't have a valid payment method, admins will be prompted to add a valid payment method in order to complete the creation of the subscription.

The customer's payment method is stored directly in the billing solution that's integrated with Stigg (for example: Stripe). The information is never stored in Stigg itself.

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Stigg pursues a "generous" behavior towards customers; that is, if a customer has both an active subscription and a trial subscription, the configuration value or quota that's more generous between these subscriptions will prevail.

Determining the bottom line of the functionality that the customer is eligible for is possible using the entitlement summary view.

Updating subscriptions

Active subscriptions can be updated after they're provisioned, specifically:

1. The quantity of subscriptions to paid and custom plans with a per-unit pricing.
2. The value of the subscription's custom entitlements.
3. Adding, removing and updating the quantity of add-ons.
4. Updating the number of remaining free trial days and the end date of the free trial.

To update an active subscription, click on the dotted menu icon of the relevant row, and select the "Update subscription" action.

Apply the relevant changes.

Review the subscription summary.

Confirm the update of the subscription by clicking on the "Update" button.

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To change the plan of an existing subscription or update the billing period, provision a new subscription.

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When a subscription that has scheduled updates (for example: downgrade to a lower tier) is updated again using the Stigg Console:

1. The updates will override the scheduled updates.
2. The updates will be applied immediately.

Viewing the details of a specific subscription

Clicking on a specific subscription from the table of the "Subscriptions" section of the customer details screen allows you to view additional details about the subscription, for example: details about the add-ons that are included in the subscription.

When the subscription has scheduled updates (for example: downgrade to a lower tier), details about the scheduled updates will appear in this screen.

Storing metadata

It's possible to store metadata on each subscription. The metadata can then be leveraged by the hosting application and third-party solutions via the Stigg SDKs, API and webhooks to implement custom functionality.

To store metadata on specific product, under the "Metadata" section of selected subscription click on the "Add" (if there's no metadata) or "Edit" buttons.

Enter the relevant keys and values.

Click "Add" (if there was previously no metadata) or "Save changes" buttons to apply the changes.

Canceling subscriptions

To cancel a subscription, click on the dotted menu icon of the relevant row, and select the "Cancel subscription" action.

In the opened modal, select when the subscription will be cancelled:

1. At the end of the current billing cycle or trial period - not relevant for plans with a custom price or trial subscriptions.
2. Immediately
3. On a specific date - not relevant for trial periods.

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The subscription cancelation period will be pre-selected according to the product's default behavior.

The subscription cancellation logic (revoke access to the subscription entitlements or downgrade the the customer to a free plan) is also determined according to this behavior.

Confirm the action by clicking on the "Cancel subscription" button in the opened modal.

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1. Subscriptions that have been canceled will appear with a "Canceled" status.
2. Subscriptions that are still pending cancelation will appear with a "Cancelation scheduled" status.

Canceling scheduled updates

When a subscription has scheduled updates, users that have access to the Stigg Console can cancel the scheduled update.

To do so, in the subscription details view, click on the "Cancel update" action.

Confirm the action by clicking on the "Cancel" button in the opened modal.

Migrating subscriptions to the latest plan or add-on version

When changes to plans and add-ons are rolled out only to new subscriptions, grandfathering takes place. In order to prevent a SKU sprawl, Stigg allows you to manually migrate subscriptions to the latest plan and add-on version on a subscription-by-subscription basis.

To do so, in the subscription details view, click on the dotted menu icon of the relevant row, and select the "Migrate to latest plan and add-on version" action.

Confirm the action by clicking on the "Migrate" button in the opened modal.

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When the current price of the subscription is different than the latest published package version, during the migration the customer will be charged or credited the prorated amount until the end of the current billing period depending on whether the latest price is more expensive or cheaper than the current subscription price.

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Migration can also be invoked programmatically on each subscription, which allow you to rollout subscriptions to your existing customers gradually.