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With subscriptions and memberships you offer your customers recurring or one-time plans that are billed automatically. Subscribers can receive exclusive resources, booking quotas, and special conditions via communities.
Activate the Subscriptions and Memberships app beforehand under Account → Apps & Integrations → anny Apps. After that, Plans appears under Catalog and Subscriptions under Management in the sidebar. For self-service sign-up by customers, Online payments (Stripe Connect) must be set up.

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How does the concept work?

A subscription plan defines the conditions of a subscription: price, billing interval, term, cancellation period, and optional benefits. Customers subscribe to a plan via your booking page, or you store a subscription manually in the admin area. The lifecycle of a subscription:
  1. Sign-up: The customer chooses a plan and takes out the subscription. At checkout, a start date is always available (Immediately or a later date).
  2. Planned: If the start is in the future, the subscription stays in the Planned status until then.
  3. Active: The subscription runs, payments are collected automatically, and linked communities and quotas are active.
  4. Renewal: With automatic renewal activated, the subscription is renewed at the end of the term.
  5. Cancellation: The customer or admin cancels. The subscription continues until the end of the paid period.
Subscription plan groups organize your plans hierarchically. Within a group, each person may have only one active subscription. The order within the group determines whether a switch counts as an upgrade (moving up) or downgrade (moving down). You change the order by drag and drop in the list under Catalog → Plans.
On an upgrade, the amount already paid is charged proportionally. On a downgrade, the new plan takes effect at the next billing date.

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When do I use this?

  • You run a coworking space and want to offer membership tiers: Create subscription plans with different quotas and community access per tier.
  • You want to make courses or services accessible to members only: Link a subscription plan with a community and assign exclusive resources to that community.
  • You want to automate recurring revenue: Use subscriptions with automatic renewal and Stripe integration.
  • Not suitable for: One-time balance purchases without a subscription character. Use booking packages for that.

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Relationship to other features

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Settings & options

The detail view of a plan is one continuous page with the sections General Information, Benefits, Booking quotas, Communities, Checkout, and Share & embed. On the booking page, customers see the available subscription plans with price, benefits, and optionally a badge. At checkout they choose the start date: Immediately or a later date in steps of the billing interval.
In the plan’s Share & embed section you embed the plan page or a button on your website.

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Create a subscription plan

1

Open plans

Open Catalog → Plans. The plans are sorted by group.
2

Create a new plan

Click New, enter a name and optionally a description, and save. The plan’s detail view opens. Alternatively, use Add on a group to create a plan directly in that group.
3

Configure general information

In the General Information section, choose a Group or create a new one. Set the price, invoice period, term, and notice period. You set renewal, confirmation, and login under Advanced settings.
4

Link a community (optional)

In the Communities section, choose one or more existing communities that subscribers join automatically.
5

Add quotas (optional)

In the Booking quotas section, click Add or drag here and pick an existing quota or create a new one with New.
6

Add benefits (optional)

In the Benefits section, define visible advantages that are shown on the booking page.
7

Set the plan live

In the General Information section, switch the status from Internal to Live and save. The plan then appears on your booking page. Alternatively, use Activate or Deactivate via the three dots in the plans list.
For public self-service sign-up, Online payment must be activated and verified. Without online payment you can still create subscriptions manually in the admin area.

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Management in the admin area

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Create a subscription manually for customers

You can also store subscriptions directly in the admin area, for example for existing contracts or customers without their own online access.
1

Open subscriptions

Open Management → Subscriptions.
2

Create a new subscription

Click New subscription and choose a subscription plan.
3

Store customer data

Under Customer, pick an existing person or create a new one (name, email). Registration with anny is not required.
4

Set the start date and conditions

Choose a Start date and optionally a Percentage discount.
5

Store the payment method

Under Payment Method, choose the payment type and, if needed, enter a different Billing email. Click Save. The person receives an email and can move the subscription into their account.
Only set up a payment method with your customer’s consent.

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Find subscriptions in the table

Under Management → Subscriptions you see all subscriptions in one table. Instead of fixed tabs, you filter with the quick filters Subscription plans and Status (for example Active, Requested, Suspended, Canceled) and save frequently used filters as a view. Further filters include Billing type, Failed payment, and Has open invoice. With Export you download the table as CSV or Excel.

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Handle subscription requests

If Confirmation required is active, filter the table by the status Requested. Open the subscription: at the top of the detail view, a notice says the subscription has been requested and is awaiting a decision. Click Confirm or Reject there. The confirmation also triggers the first billing.

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Manage an existing subscription

Open Management → Subscriptions and click the subscription. You find all actions via the three dots at the top of the detail view. The status actions (Confirm, Reject, Cancel, Resume, Suspend, Edit suspension) are also available directly on the Status field. Which actions are shown depends on the status of the subscription.

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Edit the price or discount

1

Open the dialog

Via the three dots, choose Edit price.
2

Adjust the values

Enter the new Price per period (net or gross) and optionally a Percentage discount or an Absolute discount.
3

Save

Save the change. The new price only applies from the next billing period. The period already billed stays unchanged.
Edit price only affects this one subscription. If you change the price in the plan, existing subscribers keep their conditions.

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Change the plan

1

Open the dialog

Via the three dots, choose Change plan.
2

Choose the new plan

Pick a plan. The plans offered are those in the same group as the current plan.
3

Check the details

If needed, check the subscription fields as well as the Billing email and the Payment Method. If the new plan is paid, a payment method must be set up or Pay by invoice must be selected.
4

Save

Click Save.
How a switch affects billing is explained in the Upgrade & downgrade section further down.

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Edit the start date

As long as a subscription has not started yet, you move its start with Edit start date. In the dialog, choose the new date under Member since and save. The action is not available for running subscriptions.

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Change the payment method or billing email

With Change payment method you store a new payment method, for example a new credit card or a SEPA mandate, or switch to Pay by invoice. Only set up a payment method with your customer’s consent. A SEPA mandate added later only covers future invoices, not open ones. You change the address invoices are sent to directly in the subscription details: click the Billing email field (if none is stored yet, it shows Add).

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Suspend or resume a subscription

1

Start the suspension

Choose Suspend. The Suspend subscription dialog opens.
2

Set the period

Under Suspend from, choose the start (leave empty for now) and under Suspend until the end of the pause.
3

Save

Save. The subscription now has the status Suspended. The term is extended by the length of the pause.
The suspension must take effect before the next billing date, otherwise the current period is still charged. With Edit suspension you change an existing pause or end it with Cancel suspension. You reactivate a cancelled subscription with Resume as long as it has not expired yet. This withdraws the cancellation and the subscription continues as normal.

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Cancel a subscription

1

Open the dialog

Choose Cancel. The Cancel subscription dialog opens.
2

Choose the cancellation date

Choose when the subscription ends. Each option shows the exact date:
  • To end of the current period (preselected)
  • To end of the minimum term, if the minimum term ends later
  • a later date, one to six periods after the earliest possible cancellation date
  • Now. The amount for the unused period is then refunded pro rata.
3

Add a reason (optional)

Under Cancellation reason, note why the subscription is being cancelled.
4

Confirm the cancellation

Click the Cancel to … button, which shows the chosen date. The person can keep using the subscription until that date; after that it has the status Expired.
Payments of invoices that were manually marked as paid cannot be refunded by anny.
Refund on early cancellation: If you cancel a paid subscription before the end of the paid period, anny does not refund immediately. Instead, anny creates a draft invoice (credit note) for the unused period, which opens right after the cancellation. Review or edit the credit note and send it with Finalize with refund. Only then is the refund made. The refund uses the invoice from the current period and the chosen cancellation date. If that payment has been disputed and the dispute is still open, anny shows Refund not possible and the credit note stays a draft. Lock it with Finalize without refund or wait until the dispute is resolved. The same notice is described under Correct invoice. As long as the draft has not been sent, the subscription detail view shows a notice at the top with the Draft invoice button. If you closed the popup, reopen it there.
A customer withdrawal within the withdrawal period still refunds the unused amount immediately. The draft invoice applies to admin cancellation.

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Transfer a subscription to another customer

You can transfer an existing subscription from one customer to another customer within the same organization without having to create it anew.
1

Open the dialog

Via the three dots, choose Transfer subscription.
2

Select the target customer

Choose the new customer. You can create the person directly if needed.
3

Confirm the transfer

Save. Quotas, the subscriber assignment, and community memberships move to the new customer.
The payment method and billing email are not transferred. Change both separately after the transfer via Change payment method and the Billing email field.

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Configure subscription notifications

Under avatar (top right) → Profile & Notifications → Notifications section → Subscriptions, you control which subscription events you as an admin are informed about by Email, In-app, or Push. With Subscription plans you limit the notifications to selected plans. Super Admins can set the same options for other admins, see Admin notifications.

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Payment methods for subscriptions

The following methods are available for subscription payments: The methods that match the currency and device appear together at checkout.
TWINT does not support recurring payments via Stripe. For subscriptions in CHF, credit card and PayPal are available instead.

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Configure the withdrawal period

For B2C subscriptions, you can set an individual withdrawal period per plan. If customers cancel within this period, they can choose between two options:
  • Immediate withdrawal: The subscription ends immediately. The unused remaining amount is automatically refunded proportionally.
  • Cancellation at the end of the term: The subscription continues until the end of the current period.
In addition, customers can plan a cancellation several months in advance. You find the setting in the plan’s General Information section under Withdrawal period (if not set yet: Add withdrawal period). It applies per plan, not globally.
The withdrawal period is especially relevant for coworking and desk-sharing subscriptions taken out online by private individuals.

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Identity verification for subscription requests (Regpit)

For subscription plans that require identity verification before approval (for example, virtual office subscriptions, mailbox rentals), you can use the Regpit integration. On a relevant subscription request, anny automatically starts a verification process in Regpit. The request is only confirmed once all required data is available and the risk is below the defined threshold. You find more on the setup in the article on the Regpit integration.

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Upgrade & downgrade

Within a subscription plan group, customers can switch between plans on their own:
  • Upgrade (plan with a higher position): Takes effect immediately. The remaining amount already paid for the current period is charged proportionally.
  • Downgrade (plan with a lower position): Switches at the next billing date.
When a customer switches within a subscription group, the configured start date and confirmation settings of the target plan do not apply. The switch happens directly.

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Multiple subscription plan groups

You can create several groups. This way, a person can have one active subscription in each of several groups (for example, membership + fitness add-on). Each group has separate billing and individual cancellation options.

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Examples

A coworking space offers Basic, Premium, and Platinum memberships. Premium members get 5 meeting room hours per month and access to a members-only area.
1

Create the community

Create a community under CRM → Communities → New (for example, “Premium Members”). Assign it the exclusive resources.
2

Create the subscription plan group

Create three plans (Basic, Premium, Platinum) in one group under Catalog → Plans. Sort them ascending by value with drag and drop.
3

Configure the Premium plan

In the Premium plan, choose the community in the Communities section. In the Booking quotas section, click Add or drag here → New and create a recurring duration quota (300 minutes/month), restricted to meeting rooms. Under Advanced settings, turn on Auto Renewal and Billing at first day of period.
4

Check the result

After sign-up, the customer automatically joins the community, receives the meeting room quota, and can book exclusive resources. On cancellation, both are withdrawn automatically.
A studio wants to make signing up as easy as possible for new customers: no login needed, start from the 1st of the following month selectable.
1

Create the subscription plan

Create a plan under Catalog → Plans (for example, “Flex Membership”, 49 euros/month).
2

Make login optional

In the plan, under General Information → Advanced settings, turn off Login required so guests can subscribe without an account.
3

Set the plan live

Set the plan’s status to Live.
4

Check the result

New customers can take out the subscription without registration. At checkout they choose Immediately or a later start date. The first billing takes place on the chosen start date.

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FAQ

Existing subscribers keep the conditions that applied at the time of sign-up. New sign-ups use the updated price.
SEPA direct debit, credit card, Apple Pay, Google Pay, and PayPal (CHF only). Apple Pay and Google Pay can only be used on mobile devices. TWINT does not support recurring payments.
Yes, if you turn off Login required on the subscription plan. Guests can later link the subscription to their account via a claim link.
Yes. Under Management → Subscriptions you find all subscriptions. In the detail view you can end a subscription with Cancel or reactivate a cancelled subscription with Resume. For an early admin cancellation of a paid subscription, a draft invoice opens: the refund runs only once you send the credit note.
Within a group, a person may have only one active subscription (upgrade/downgrade logic). Across multiple groups, a person can have different subscriptions in parallel (for example, membership + fitness add-on).
You can create subscriptions manually in the admin area and mark them as “already paid” (for example, for on-site payment). For self-service sign-up by customers, online payment is required.
No. Transfer subscription takes quotas, the subscriber assignment, and community memberships, but not the payment method and billing email. Details: SEPA direct debit for subscriptions.

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Troubleshooting

Check whether the Subscriptions and Memberships app is activated under Account → Apps & Integrations → anny Apps and whether online payment is set up and verified under Account → Settings → Online payments. Without a payment account, the plan shows a notice with the Setup payment account button.
Turn off Login required on the subscription plan. There is no separate guest-checkout toggle.
Check whether the pause was active before the billing date. The pause must take effect before the next billing date to prevent the charge.