Subscription Overview
How the subscription overview page is laid out, what each card means, and where to manage plans, payment details, and bolt-ons.
Open Dashboard > Subscription to check the plan this business is on, whether the account is still in its trial period, whether the plan renews monthly or already runs as a lifetime subscription, whether cancellation has already been scheduled, and whether the account has a working payment method on file.
What You See At The Top
- Trial notice: shown above the main card while the account is still inside its trial period or before the first paid billing date is due.
- Subscription Overview card: the main summary for the current plan, current status, user count, billing date, and active bolt-on count.
- Status badge: paid plans can show labels such as Active, Trial, Cancelled, or Past Due so you can tell straight away whether billing is healthy.
- Cancellation Scheduled notice: appears when the subscription has been cancelled but access still runs until the saved end date.
Inside The Subscription Overview Card
- Plan name and price: shows the current package, its description, and whether it renews monthly or is already marked as (Lifetime).
- Users: shows how many users are attached to the business. This matters when you are checking whether a downgrade is possible.
- Founder offer notice: shown on eligible monthly subscriptions so you can see the discounted renewal price while the subscription stays active.
- Next Billing Date: shown on live recurring paid plans so you know when Stripe will try the next renewal.
- Access Until: replaces the billing date when cancellation has already been scheduled. This is the date the current access ends if you do nothing else.
- Active Bolt-Ons: shows how many extra add-ons are attached to the subscription. This is a quick count only. The full list is lower down the page.
Main Actions
- Change Plan: takes you to the plan screen so you can switch monthly tiers, move to Free, or buy a lifetime version of a paid plan.
- Manage Bolt-Ons: opens the full bolt-on area where extra businesses, address lookup packs, and similar add-ons are managed.
- Invoice History: takes you to the platform invoice list for subscription billing records.
- Cancel Subscription / Cancel Trial: appears on recurring paid plans that are still renewing normally. During a trial with no saved payment method, the button says Cancel Trial; otherwise it says Cancel Subscription. If the account is using the founder discount, the warning explains that cancelling removes that discount permanently.
- Resume Subscription: appears when the subscription is scheduled to end but access has not run out yet.
Billing Address And Payment Method
- Billing Address card: shows the company address saved in Settings > Organisation Information. Work Planner uses this for tax and billing details.
- Payment Method card: shows the saved card brand, last four digits, and expiry when one exists.
- Add Payment Method: appears when no card is saved. Paid renewals, lifetime purchases, lifetime plan changes, and chargeable bolt-ons depend on this being in place.
- Edit and delete buttons: let you replace the saved card or remove it. If you delete it, the account will need a new card before the next paid billing event.
Active Bolt-Ons Lower Down The Page
If the subscription already has add-ons, a separate Active Bolt-Ons card appears underneath the billing cards. Each row shows the bolt-on name, its type, and any expiry date already attached to it. This is useful when you are checking whether a cancellation or resume decision will also affect extras on the account.
What This Page Affects Elsewhere
Changes made here feed directly into the rest of the commercial side of Work Planner. A missing payment method can block paid upgrades, lifetime plan changes, and chargeable bolt-ons. A scheduled cancellation also changes what you see on the plan page, can cancel recurring bolt-ons alongside the main subscription, and removes the founder discount from eligible monthly subscriptions.
Related articles
- Subscription Plans Screen: the page used to change package.
- Adding or Updating a Payment Method: the payment card and popup in more detail.
- Cancelling Your Subscription: what the cancellation popup means.
- Bolt-Ons Screen: the full area for add-ons attached to the subscription.