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Subscriptions

Subscriptions link an organization to a plan, optional add-ons, discounts, and extra capacity (clinics, users, SMS / WhatsApp credits).

List subscriptions

Open Subscriptions to view existing records. Open one to view or manage it.

Create a subscription

  1. Go to Subscriptions → create / New.
  2. Select an ACTIVE organization.
  3. Choose a plan — only active plans for that organization’s country are listed.
  4. Optionally select add-ons (same country filter).
  5. Optionally set:
    • Discount (amount or percentage)
    • Extra clinics / users
    • Extra SMS / WhatsApp credits
  6. Review the calculated totals on the form.
  7. Save.

Pricing uses configured pricing settings and taxes for the country context.

View vs edit

Opening a subscription can be edit mode or view-only (mode=view). View-only shows overview without action forms.

Manage an existing subscription

On the subscription edit page you can typically:

Overview

See organization, plan, status, discounts, and credit-related details.

Add an add-on

Select an available add-on and attach it to the subscription.

Top-up

Top up credits, for example:

  • Type: SMS (or other supported types on the form)
  • Quantity

Discount & status

Update discount value / type and subscription status (for example ACTIVE).

Renew

Renew into a (possibly new) plan:

  1. Choose plan
  2. Optionally select add-ons
  3. Optionally set discount
  4. Confirm renew

Tips

  • Create org + plan first; empty plan dropdown usually means country mismatch or inactive plans.
  • Prefer renew / top-up flows over creating duplicate subscriptions for the same org unless your process requires it.

Cliniify CRM user documentation