Subscription Management lets members view and manage their subscriptions and see their financial history directly in the Login Portal. On this tab you choose what members are allowed to change on their own subscriptions, which plans they can reach, which plan add-ons come with each plan, and which columns appear in the Login Portal's Subscriptions, Invoices and Receipts tables.
What members can manage
- Change their own subscriptions, but only in the ways you allow — see Choose what members can change below.
- View and manage the subscriptions you make available.
- Select the plan add-ons you expose on a plan.
- See their financial history across the Subscriptions, Invoices and Receipts tables (limited to the columns you choose to show).
Choose what members can change
Go to Settings → Features → Login Portal and open the Subscription Management tab. The Subscription settings group at the top — "Choose what members can modify in their subscriptions." — holds four switches:
- Auto-renew — whether a member can turn auto-renewal on or off.
- Interval changes — whether a member can change how often they are billed.
- Plan changes — whether a member can move to a different plan.
- Discounts & extras changes — whether a member can change discounts and extra charges.
These apply to every active subscription, so they cannot be set differently for an individual plan.
Make subscriptions available
- On the Subscription Management tab, find Available subscriptions — "Select which plans members can access in the Portal."
- Select the plans you want members to be able to reach in the Login Portal.
- Expand a plan to open its Plan options, then select the plan add-ons you want included with that plan.
- Save your changes.
Configure the financial tables
- On the Subscription Management tab, find Financial tables — "Choose which columns are visible to members in the portal for each financial table."
- Expand Subscriptions, Invoices or Receipts and select the columns you want members to see (see the column options below).
- Save your configuration.
Available financial table columns
Subscriptions table
- Plan
- Plan Cost
- Paid To
- Arrears
- Options
- Auto-renew
- Auto-renew Date
- Status
Invoices table
- Date
- Invoice #
- Total
- Method
- Status
Receipts table
- Payment Date
- Receipt #
- Payment Total
- Type
- Payment Status
Permissions
Configuring Subscription Management requires the Membership Portal permission. Editing the underlying finance data is governed by the Finance and Edit Finance permissions in Settings → Users & access → User groups.