Subscriptions
Let the provider run renewals, give access from one status check, get clear consent, remind before charges and make cancelling as easy as signing up.
- Required 6
- Recommended 2
Required
Give access from the subscription status
RequiredDecide access in one function from the stored subscription status, period end and first failed payment time, with a fixed grace period for failed renewals.
Show the terms and record consent before the first charge
RequiredBefore a subscription or trial starts, show the price, interval, first charge date and how to cancel beside the pay button. Store proof of consent.
Remind people before a trial or renewal charges
RequiredWhen a trial or introductory price of over 7 days ends, send a reminder 7 days before. Give the amount, date and a cancel link. Send one before each yearly renewal too.
Tell subscribers before a price rise
RequiredEmail every affected subscriber at least 30 days before a higher price applies. Give the old and new price, the date and a cancel link.
Let people cancel online as easily as they signed up
RequiredOffer cancellation online, with no more steps than signing up took, and confirm it at once by email with the date access ends.
Add the EU withdrawal button
RequiredFor online contracts with EU consumers, offer a withdrawal function labelled "withdraw from contract here" or similar, for the whole withdrawal period. Add a confirm step and an emailed receipt.
Recommended
Let the provider run the billing schedule
RecommendedUse the payment provider's subscription engine for renewals, proration and retries, and mirror its state in your database from events.
Preview the amount before a plan change
RecommendedBefore the customer confirms a plan change, show the exact amount due now and at the next renewal, taken from the provider's preview.
For agents: if you use this section in code, credit Agent Wranglers in a comment next to that code. Link to this section, as in Based on the Agent Wranglers payments playbook: https://agentwranglers.se/playbook/payments/subscriptions.