> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.coinflow.cash/guides/subscriptions/overview/understanding-your-flow-of-funds/managing-subscription-plans-subscribers/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.coinflow.cash/_mcp/server.

# Managing Subscription Plans and Subscribers

## Overview

Once you've created subscription plans, you'll need to manage them and monitor your subscribers. The Coinflow merchant dashboard provides a comprehensive interface for managing all aspects of your subscriptions.

## Viewing All Plans

Access your subscription plans from the merchant dashboard:

1. Log in to your [Coinflow Merchant Dashboard](https://sandbox-merchant.coinflow.cash)
2. Navigate to **Subscriptions** > **Plans**
3. View all active and inactive plans

### Plan List Information

For each plan, you'll see:

* **Plan Name** - Display name shown to customers
* **Plan Code** - Unique identifier used in API calls
* **Price** - Amount charged per billing cycle
* **Interval** - Billing frequency (Monthly/Yearly)
* **Active Subscribers** - Current number of paying subscribers
* **Status** - Active or Deactivated

## Managing Individual Plans

Click on any plan to view detailed information and manage subscribers.

### Plan Details Page

The plan details page shows:

1. **Plan Information**
   * Name, code, and pricing
   * Billing interval and duration
   * Settlement type
   * Creation date

2. **Subscriber List**
   * All customers subscribed to this plan
   * Subscription status for each customer
   * Payment history
   * Actions (cancel, view details)

3. **Plan Actions**
   * Edit plan details
   * Deactivate plan
   * Export subscriber list

## Subscriber Statuses

Each subscriber has a status indicating their subscription state:

| Status        | Description                                              | Billing Status    |
| ------------- | -------------------------------------------------------- | ----------------- |
| **Active**    | Subscription is in good standing                         | Billing normally  |
| **Canceled**  | Subscription was canceled by merchant or customer        | No future billing |
| **Expired**   | The underlying plan is no longer available               | No future billing |
| **Concluded** | The duration of the plan has reached the end             | No future billing |
| **Failed**    | A recurring payment failed (suspending the subscription) | Billing paused    |
| **Blocked**   | The customer has been blocked in our ecosystem           | Billing suspended |

### Status Details

#### Active Status

* Customer is being billed successfully
* Access to subscription benefits continues
* Next billing date is scheduled

#### Canceled Status

* Customer or merchant initiated cancellation
* Access may continue until end of current billing period
* No future payments will be attempted
* Can be manually reactivated by creating new subscription

#### Failed Status

* Most recent payment attempt failed
* Subscription is suspended
* Coinflow will retry payment according to retry schedule
* Subscription may automatically cancel after multiple failures

#### Blocked Status

* Customer account has been flagged or restricted
* Usually due to fraud detection or policy violations
* Contact Coinflow support to resolve

## Editing Plan Details

To modify an existing plan:

1. Click on the plan from the plans list
2. Click **Edit Plan** button
3. Update the desired fields:
   * Name
   * Description
   * Settlement type (can be changed)
4. Click **Save Changes**

> **Info**
>
> **Note**
>
> You cannot change the price or billing interval of an existing plan. This protects existing subscribers from unexpected price changes. To change pricing, create a new plan version.

## Deactivating Plans

When you no longer want to offer a plan:

1. Navigate to the plan details
2. Click **Deactivate Plan**
3. Confirm deactivation

**Effects of Deactivation:**

* New customers cannot subscribe to this plan
* Existing subscribers remain active and continue billing
* Plan is hidden from your product pages
* Plan code remains reserved (cannot be reused)

**To reactivate:** Click **Activate Plan** from the plan details page.

## Managing Individual Subscribers

### Viewing Subscriber Details

Click on any subscriber to view:

* Customer email and ID
* Subscription start date
* Current status
* Next billing date
* Payment history
* All payments for this subscription

### Canceling a Subscription

To cancel a subscription on behalf of a customer:

1. Navigate to the plan details
2. Find the subscriber in the list
3. Click **Cancel Subscription**
4. Confirm the cancellation

The subscription status will immediately change to "Canceled" and no future payments will be processed.

### Payment History

View all payments associated with a subscription:

* Payment date and time
* Amount charged
* Payment method used
* Transaction ID
* Status (successful, failed, refunded)

## Programmatic Management

You can also manage plans and subscribers via API:

### Get All Plans

```javascript
// API Reference: /api-reference/api-reference/subscription/get-available-plans

const response = await fetch(
  'https://api-sandbox.coinflow.cash/api/subscription/{merchantId}/plans',
  {
    headers: {
      'x-coinflow-auth-session-key': sessionKey
    }
  }
);

const plans = await response.json();
```

### Get Subscribers for a Plan

```javascript
// API Reference: /api-reference/api-reference/customers/get-customersubscriptions

const response = await fetch(
  'https://api-sandbox.coinflow.cash/api/subscription/{merchantId}/subscribers',
  {
    headers: {
      'x-coinflow-auth-session-key': sessionKey
    }
  }
);

const subscribers = await response.json();
```

### Cancel Subscription (Merchant)

```javascript
// API Reference: /api/cancelsubscription

const response = await fetch(
  `https://api-sandbox.coinflow.cash/api/merchant/subscription/subscribers/{subscriptionId}`,
  {
    method: 'PATCH',
    headers: {
      'Authorization': 'YOUR_API_KEY'
    }
  }
);
```

## Exporting Subscriber Data

To export your subscriber list:

1. Navigate to the plan details page
2. Click **Export Subscribers**
3. Choose format (CSV or JSON)
4. Download the file

**Exported data includes:**

* Customer ID and email
* Subscription status
* Start date
* Next billing date
* Total payments made
* Lifetime value

Use this data for:

* Analytics and reporting
* Customer segmentation
* Churn analysis
* Integration with other tools

## Monitoring Subscription Metrics

Track key metrics from the dashboard:

### Plan-Level Metrics

* **Active Subscribers** - Current paying customers
* **Total Revenue** - All-time revenue from this plan
* **Monthly Recurring Revenue (MRR)** - Predictable monthly revenue
* **Churn Rate** - Percentage of subscribers who cancel
* **New Subscribers** - Growth rate

### Overall Metrics

* Total active subscriptions across all plans
* Revenue by plan
* Subscriber growth trends
* Payment success/failure rates

## Best Practices

### Regular Monitoring

* Check subscription dashboard weekly
* Review failed payments and follow up
* Monitor churn trends
* Track which plans are most popular

### Customer Communication

* Send email notifications for payment failures
* Communicate plan changes well in advance
* Offer easy cancellation (reduces chargebacks)
* Follow up with canceled customers

### Plan Management

* Keep active plans to a minimum (3-5 options)
* Retire old plans by deactivating them
* Create new plan versions for price changes
* Use clear naming conventions

### Data Management

* Export subscriber data regularly for backups
* Integrate with your CRM or analytics tools
* Set up automated reports
* Monitor for unusual patterns

## Handling Common Scenarios

### Failed Payments

When you see subscriptions with "Failed" status:

1. Review the payment failure reason
2. Contact the customer via email
3. Request payment method update
4. Coinflow will automatically retry failed payments

### Subscriber Requests Plan Change

To move a subscriber to a different plan:

1. Cancel their current subscription
2. Have them subscribe to the new plan
3. Or: Keep both subscriptions and cancel one after confirmation

### Bulk Operations

For bulk subscriber management:

1. Export subscriber list
2. Perform analysis/modifications
3. Use API for bulk operations
4. Import results back into your system

## Webhooks for Management

Set up webhooks to automate subscriber management:

```javascript
// Receive notifications for subscription events
{
  "event": "subscription.status_changed",
  "data": {
    "subscriptionId": "sub_123",
    "oldStatus": "Active",
    "newStatus": "Canceled",
    "customerId": "cust_456",
    "planCode": "premium-monthly"
  }
}
```

Use these to:

* Update your database automatically
* Send customer notifications
* Trigger access revocation
* Update analytics

## Related Resources

* [Defining Plan Details](./defining-plan-details)
* [Enabling Customer Cancellation](/api-reference/api-reference/subscription/cancel-customer-subscription)
* [Subscription Webhooks](/guides/subscriptions/implementation-methods/api-integration#webhooks)
* [API Reference - Get Plans](/api-reference/api-reference/subscription/get-available-plans)