13.6 Subscription Management in Client Portal (If Selling Access)

Purpose:

If your agency sells access to Courses or Communities via recurring subscriptions (set up using Paid Offers linked to Recurring Payment Products - see 11.3 & 14.2), the Client Portal may offer members self-service options to manage their active subscriptions.

Availability:

The exact self-service capabilities (like updating payment methods or cancelling) can depend on your specific Close Master plan level and the payment gateway integration (Stripe often provides more self-service options). Confirm with The Close Agency or check documentation if this is a critical feature for you.

User Experience (If Enabled):

1. The member logs into the Client Portal.
2. They navigate to Account Settings → Billing & Subscription (or similar section).
3. Here they can typically view:
   • Their active and inactive subscription plans.
   • The price and billing frequency.
   • The next billing date.
   • Current payment status.
   • Potentially view or download past Invoices.
4. Self-Service Actions (If available): Depending on the setup, users *might* see options to:
   • Update Payment Method: Add a new credit card or update details for the subscription.
   • Cancel Subscription: Allow the member to cancel their recurring billing directly. (Ensure your cancellation policies are clear).

If self-service options are limited, members would need to contact your agency directly to manage their subscriptions.