Sub Account Subscription Management

How do I set up Subscription Tiers pricing in Agency Account?

This guide explains how to set up Subscription Tiers for your white-label AI voice software and automate customer subscription payments.

How to Connect Your Stripe Account?

This guide outlines the steps to integrate your Stripe account with your agency account to enable seamless transaction processing.

Is it mandatory to create Subscription Tier plans?

No, creating subscription plans is not mandatory.

How can I disable or hide the subscription plans page in a client subaccount?

To disable the subscription plans page follow the below steps

How do I subscribe to a plan for a client sub-account?

This guide provides step-by-step instructions to subscribe to a plan in your Sub-Account.

How to generate an API key in Stripe?

Follow these steps to generate an API key in Stripe for integrating its services with your application:

How Currency Selection Works and How to Set It Up?

This guide outlines the process for selecting a currency in your Voicemetrics account and provides instructions for configuring it. Accurate currency setup ensures smooth transactions and precise billing.

How can I change the plan in a client sub-account?

This guide explains how to upgrade or downgrade your subscription plan in the Sub-Account.

How do I enable pricing plans for a client sub-account?

To enable pricing plans:

How do add-on minutes work in a client sub-account?

This guide explains how free minutes and add-on minutes function within a subscription plan.

How can I arrange pricing plans in a custom order?

The order of pricing plans is determined by the sequence in which they are selected.

How can I update card information for a client sub-account?

This guide explains how to update your payment card details in your Sub-Account app.

Can I create or update customized pricing for a specific client sub-account?

Yes, you can create or edit customized pricing plans tailored specifically to a client sub account.

How do I download the subscription invoice for a client sub-account?

This guide explains how to download your subscription invoices in the Sub-Account app.

Can I create a zero-charge plan (also called a "Pay-as-you-use" plan)?

Yes, by setting the subscription plan charges to zero, the plan becomes a "Pay-as-you-use" model, where customers are charged only for add-on minutes.

How is the subscription amount charged to the customer?

Subscription charges are billed on a prepaid basis based on the plan type selected:

How do Free and Extra Minutes work in the subscription plans?

Free minutes are used first and remain valid until the end of the subscription period. After the free minutes are used, the system will refill add-on minutes based on the quantity selected by the client on the payment page.

What is the maximum value I can set for monthly charges?

There is no limit to the amount you can set for monthly charges; you can define pricing based on your business requirements.

What is the maximum value I can set for Extra Minute Charges (Add-on or Additional Minute Charges)?

There is no restriction; you can set extra minute charges as needed for your business.

How can I mark a plan as "Most Popular"?

To highlight a plan as "Most Popular," enable the Most Popular option while creating or editing the plan.

Can I offer different discounts for annual and monthly plans?

Discounts can only be applied to Annual Plans, not monthly plans.

Is it possible to delete a pricing plan?

Yes, you can delete a pricing plan, provided it is not currently active with a customer subscription.

Can I temporarily disable a pricing plan instead of deleting it?

Yes, you can temporarily disable a pricing plan. To do this:

How do I update an existing pricing plan without affecting active subscriptions?

It is not possible to edit a plan that is active with a customer subscription. Instead, you can create a new plan and offer it to your clients as an updated option.

Can I restrict certain plans to specific client subaccounts?

Yes, pricing plans can be restricted to specific client subaccounts. Only the plans you select will appear in the client’s subaccount.

What happens if a customer exceeds their free minutes quota?

If a customer exceeds their free minutes quota, the system will automatically refill add-on minutes based on the client's refill preferences set in the Subscription Management Page. The extra minutes will be used on an actual usage basis.

How do I handle subscription upgrades or downgrades between plans?

Clients can manage upgrades or downgrades between plans directly from the Usage & Billing Menu.

Is there an option to prorate charges when a customer switches plans mid-cycle?

No, prorated charges are not supported. The newly selected plan will take effect in the next subscription cycle.

How do I track the usage of free minutes and extra minutes for a client?

Clients can track their usage, including free minutes and add-on minutes, from the Usage & Billing Menu.

Is there a limit to the number of plans I can create?

No, there are no restrictions. You can create as many plans as needed to meet your business requirements.

How do I monitor and analyze revenue from my clients?

You can track and analyze revenue through the following options:

Is it possible to set trial periods for specific plans?

By default, when a subaccount is created, it is treated as a trial plan.

Can I integrate external payment gateways other than Stripe for SaaS pricing plans?

No, Stripe is the only supported payment gateway for SaaS pricing plans.