Subscription Management in the Client Portal

Subscription Management in the Client Portal

September 11, 20241 min read

Efficient Subscription Management grants you deeper insights into your revenue and customers' behavior. This feature allows your audience to control and monitor their subscriptions, invoices, and transactions, providing customer satisfaction and giving you the space to offer upgrades and downgrades.

⭐️Why Is This Feature Beneficial To Your Business?

  • Enhanced Convenience: Keeping all subscriptions, invoices, and transactions in one place making easier for you and your customers to handle actions related to payments.

  • Increase Customer Trust: By allowing your customers to manage their subscriptions you create a feeling of control and security that maximizes their confidence in your business.

  • Control Over Access: Even with this feature the control is in your hands, you can either allow your customers to view this tab or if you want for you and your team to be the ones in control.

⭐️How To Use Subscription Management in the Client Portal:

  1. Open the client portal and access your profile settings.

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  2. Inside the Account settings go to the Billing and Subscription tab, where users can manage and monitor their subscriptions, transactions, and invoices.

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  3. Click the three dots next to the item to interact with it.

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  4. With Filters, you can limit the results to certain dates, statuses, or sources.

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Subscription Management in the Client Portal lets users handle all things related to payments, allowing users to manage their subscriptions, transactions, and invoices, you save time and effort, for your audience members, it creates a sense of control and empowerment over their own experience.

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. 

Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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