Subscription Administration
Learn how to manage your users’ subscriptions
The subscription overview feature provides a centralized hub for managing all subscriptions within Unidy. It allows you to search, view, edit, and delete subscriptions, ensuring streamlined workflows and quick access to essential information. Additionally, you can view the subscription history log in the history section.
Subscription overview
In the Subscription interface, you can view, edit, and delete all subscriptions stored in Unidy. You can search for subscriptions by entering the Subscription ID, title, or the users email address in the search bar. For a more detailed view on the respective subscription data, please click on the respective subscription ID. You can also directly access the editing mode or delete a subscription by clicking on the respective symbol on the right hand side. The user profile can be accessed by clicking on the email address.
Detailed subscription view
Relevant data fields and descriptions
Field | Description |
ID | Unique identifier of the subscription in Unidy. It is required to update or delete the subscription through external systems |
Created At | Timestamp of the subscription creation in Unidy |
Update At | Timestamp of the last subscription update in Unidy |
Starts At | Timestamp when the subscription started / got valid |
Ends At | Timestamp when the subscription expires |
Next Payment At | Timestamp when the next payment for the subscription is processed/required |
State | The status of the subscription:
- Active: subscription is valid
- Passive: subscription is valid (e.g. used by sports clubs for members, who are not active players)
- Inactive: subscription is invalid; Based on the Ends at timestamp, expired Subscriptions are set to invalid automatically |
Payment State | States whether a payment was processed successfully
- payed = payment processed successfully
- not payed = payment still not processed successfully |
Payment Frequency | Frequency of payments required for the subscriptions (daily, weekly, monthly, quarterly, six_monthly, yearly, onetime) |
Subscription Category | Category of the Subscription in Unidy |
Title | Name of the Subscription |
Reference | Reference for the external subscription provider |
Price | Recurring price of the subscription |
Description | Description of the subscription |
User | Connected user to the subscription |
Service | External services that are enabled to access the respective subscription information |
Wallet Export | Marks subscriptions that can be exported as wallet passes in Unidy |
Additional Information | Includes all additional subscription data that can not be stored in the standard unidy data fields |
Please note, that subscriptions created or changed in Unidy are not necessarily synced to the subscription management system. Please contact your CSM Team in case of any questions.
History
In the History section, you can view all activity logs for the selected subscription. Use the search bar in the top right corner to find specific logs. For a more optimized view, you can choose to hide entries with no changes (right corner). Clicking on the subscription's title (left corner) will direct you back to the user profile.
Relevant data fields and description
Field | Description |
Property | Subscription data field that was changed |
New Value | Current value of the data field |
Old Value | Value of the data field before the change |
Source | • Service: Change was made by a third party service
• API: Change was made by a third party API
• Admin: Change was made by the administrator |
Author | Party that made the change (if known) |
Update At | Date and time of the change |
How to Guides
The following chapter contains all relevant use cases, you need to know to work with subscriptions.
How to create a subscription
- Open the Subscriptions section in Unidy Admin.
- Click on the New button in the top right corner.
- Enter all the relevant information.
- Click on the Create Subscription button at the bottom of the page.
- The subscription is created in Unidy
How to edit a subscription
- Open the Subscriptions section in Unidy Admin.
- Search for the relevant subscription using the corresponding ID, title or user email address.
- Ensure that this is the subscription you want to edit.
- Click on the pen icon or open the subscription and click on the Edit button in the top right corner.
- Update the respective data fields in the subscription.
- Save changes by clicking on the Update Subscription button at the bottom of the page.
- The subscription is updated in Unidy.
How to delete a subscription
- Open the Subscriptions section in Unidy Admin.
- Search for the relevant subscription using the corresponding ID, title or user email address.
- Ensure that this is the subscription you want to delete.
- Click on the trash bin icon or open the subscription by clicking on the ID or title and click on the Destroy button in the top right corner.
- Confirm the deletion of the subscription.
- The subscription is deleted from Unidy.