> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anny.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Subscriptions & Memberships

> Offer recurring or one-time subscriptions, automate billing, and grant subscribers special conditions via communities.

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.

<Info>
  * Available from the Essential plan.
  * Activate the **Subscriptions and memberships** feature beforehand under **Account settings** → **Features**.
  * For automatic payment processing, **Online payment** (Stripe Connect) must be set up.
</Info>

## 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 (optionally with a future start date).
2. **Active**: The subscription runs, payments are collected automatically, and linked communities and quotas are active.
3. **Renewal**: With automatic renewal activated, the subscription is renewed at the end of the term.
4. **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).

<Tip>
  On an upgrade, the amount already paid is charged proportionally. On a downgrade, the new plan takes effect at the next billing date.
</Tip>

## 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.

## Relationship to other features

| Feature        | Relationship                                                                                          |
| -------------- | ----------------------------------------------------------------------------------------------------- |
| Communities    | Subscribers can be added to a community automatically and removed on expiry.                          |
| Booking quotas | Quotas can be tied to a subscription plan and are renewed automatically on renewal.                   |
| Custom forms   | Forms can be stored per subscription plan and are requested at sign-up (for example, for KYC).        |
| Online payment | Stripe processes the recurring payments. Available methods: SEPA, credit card, Apple Pay, Google Pay. |

## Settings & options

| Setting (admin)                  | Description                                                  |
| -------------------------------- | ------------------------------------------------------------ |
| Price & currency                 | Monthly/annual amount including tax                          |
| Billing interval                 | Monthly, annual, or custom                                   |
| Minimum term                     | Earliest point at which cancellation is possible             |
| Cancellation period              | Lead time before the end of the current period               |
| Renew automatically              | Subscription renews at the end of the term                   |
| Billing on the 1st of the period | Proportional calculation when signing up mid-month           |
| Confirmation required            | Admin must approve the subscription request manually         |
| Allow future start               | Customers can choose a later start date at checkout          |
| Allow guest checkout             | Sign-up possible without login                               |
| Link community                   | Subscribers are added to the community automatically         |
| Booking quotas                   | Assign one or more quotas to the plan                        |
| Subscription plan group          | Organizes plans for upgrade/downgrade logic                  |
| Badge                            | Marketing label on the booking page (for example, "Popular") |
| Benefits                         | Advantages shown on the booking page                         |
| Custom forms                     | Request form fields at subscription sign-up                  |
| Withdrawal period                | Individual period for B2C withdrawal (per plan)              |
| Request delivery address         | Separate delivery address field in the subscription checkout |

On the booking page, customers see the available subscription plans with price, benefits, and optionally a badge. With future start activated, a date picker additionally appears at checkout.

<Tip>
  Use the preview on the right in the editor to check how your subscription plan is displayed on the booking page.
</Tip>

## Create a subscription plan

<Steps>
  <Step title="Open subscription plans">
    Open **Subscription plans** in the menu bar on the left.
  </Step>

  <Step title="Create a new plan">
    Click **New+** and give it a name.
  </Step>

  <Step title="Configure general information">
    Set the price, interval, term, cancellation period, and renewal behavior.
  </Step>

  <Step title="Link a community (optional)">
    Under **Community**, choose an existing community that subscribers join automatically.
  </Step>

  <Step title="Add quotas (optional)">
    Under **Booking quotas**, add an existing quota or create a new one.
  </Step>

  <Step title="Add benefits (optional)">
    Define visible benefits that are shown on the booking page.
  </Step>

  <Step title="Set the plan live">
    Set the plan to **Live** via the three dots. It now appears on your booking page.
  </Step>
</Steps>

<Warning>
  You need at least the Essential plan and activated online payment to be able to set a subscription plan live.
</Warning>

## Management in the admin area

### 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.

<Steps>
  <Step title="Open subscriptions">
    Open **Subscriptions** in the menu bar on the left.
  </Step>

  <Step title="Create a new subscription">
    Click **New+** and choose a subscription plan.
  </Step>

  <Step title="Store customer data">
    Add the person (name, email). Registration with anny is not required.
  </Step>

  <Step title="Set the start date and conditions">
    Choose a start date and optionally a percentage discount.
  </Step>

  <Step title="Store the payment method">
    Choose the payment method (offline or online). The customer is informed about the new subscription by email.
  </Step>
</Steps>

<Tip>
  Deactivate the notification bell before saving if the customer should not be informed by email.
</Tip>

### Handle subscription requests

If **Confirmation required** is active, you find new requests under **Subscriptions** → **Requested**. With a click on the name, you can confirm or decline the membership. The confirmation also triggers the first billing.

### Configure subscription notifications

Under **Avatar** (top right) → **Profile & notifications** → **Subscription notifications**, you control which email notifications you receive as an admin about subscription events.

## Payment methods for subscriptions

The following methods are available for subscription payments:

| Method            | Availability                 |
| ----------------- | ---------------------------- |
| SEPA direct debit | Desktop & mobile             |
| Credit card       | Desktop & mobile             |
| Apple Pay         | Mobile devices only (Safari) |
| Google Pay        | Mobile devices only (Chrome) |

All methods are active at the same time and cannot be deactivated individually.

<Warning>
  TWINT does not support recurring payments via Stripe. For subscriptions in CHF, credit card and PayPal are available instead.
</Warning>

## 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 options of the respective subscription plan under **Withdrawal period**. It applies per plan, not globally.

<Tip>
  The withdrawal period is especially relevant for coworking and desk-sharing subscriptions taken out online by private individuals.
</Tip>

## Transfer a subscription between customers

Admins can transfer an existing subscription from one customer to another customer within the same organization, without having to create the subscription anew.

<Steps>
  <Step title="Open the subscription detail view">
    Open **Subscriptions** in the menu bar and click the affected subscription.
  </Step>

  <Step title="Start the transfer">
    Choose the action **Transfer**.
  </Step>

  <Step title="Select the target customer">
    Choose the target customer within the same organization. You can create or edit the person directly if needed.
  </Step>

  <Step title="Confirm the transfer">
    After confirmation, quotas, subscriber assignment, and community memberships are transferred to the new customer.
  </Step>
</Steps>

<Warning>
  The payment method and billing email are not transferred automatically. Check and update these separately after the transfer.
</Warning>

## 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](/en/regpit-integration).

## 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.

<Warning>
  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.
</Warning>

## 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.

## Examples

<AccordionGroup>
  <Accordion title="Coworking with membership tiers and a quota">
    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.

    <Steps>
      <Step title="Create the community">
        Create a community under **Customers** → **Communities** → **New+** (for example, "Premium Members"). Assign it the exclusive resources.
      </Step>

      <Step title="Create the quota">
        Create a recurring duration quota under **Booking packages** → **Booking quotas** → **New+** (300 minutes/month), restricted to meeting rooms.
      </Step>

      <Step title="Create the subscription plan group">
        Create three plans (Basic, Premium, Platinum) in one group under **Subscription plans**. Sort them ascending by value.
      </Step>

      <Step title="Configure the Premium plan">
        Link the community and the quota in the Premium plan. Set automatic renewal and billing on the 1st of the period.
      </Step>

      <Step title="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.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Gym with guest checkout and future start">
    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.

    <Steps>
      <Step title="Create the subscription plan">
        Create a plan under **Subscription plans** (for example, "Flex Membership", 49 euros/month).
      </Step>

      <Step title="Activate guest checkout">
        Activate the option **Allow guest checkout** in the plan settings.
      </Step>

      <Step title="Activate future start">
        Activate the option **Allow future subscription start**.
      </Step>

      <Step title="Set the plan live">
        Set the plan to **Live**.
      </Step>

      <Step title="Check the result">
        New customers can take out the subscription without registration and choose a start date in the future. The first billing takes place on the chosen start date.
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="What happens if I change the price of an active subscription?">
    Existing subscribers keep the conditions that applied at the time of sign-up. New sign-ups use the updated price.
  </Accordion>

  <Accordion title="Which payment methods are available for subscriptions?">
    SEPA direct debit, credit card, Apple Pay, and Google Pay. All methods are available at the same time and cannot be deactivated individually. Apple Pay and Google Pay can only be used on mobile devices. TWINT does not support recurring payments.
  </Accordion>

  <Accordion title="Can I as an admin cancel or resume a customer's subscription?">
    Yes. Under **Subscriptions** you find all active subscriptions. Via the detail view you can cancel a subscription or resume it at a later point.
  </Accordion>

  <Accordion title="What is the difference between subscription plan groups?">
    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).
  </Accordion>

  <Accordion title="Can a subscription be used without online payment?">
    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.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="My subscription plan cannot be set live">
    Check whether you use at least the Essential plan and whether online payment is activated and verified under **Account settings** → **Payments**.
  </Accordion>

  <Accordion title="Customers see no start date at checkout">
    The option **Allow future subscription start** must be activated in the respective subscription plan. The setting applies per plan, not globally.
  </Accordion>

  <Accordion title="The subscription was charged despite being paused">
    Check whether the pause was active before the billing date. The pause must take effect before the next billing date to prevent the charge.
  </Accordion>
</AccordionGroup>

> Important information for agents:
>
> * Feature: subscriptions and memberships. Plan: Essential + online payment activated.
> * UI path to manage subscription plans: **Subscription plans** (menu bar on the left).
> * UI path to manage subscriptions: **Subscriptions** (menu bar on the left).
> * UI path for subscription notifications: **Avatar** → **Profile & notifications** → **Subscription notifications**.
> * Upgrade logic: takes effect immediately, proportional charge. Downgrade: at the next billing date.
> * When switching plans within a group: the start date and confirmation settings of the target plan are NOT applied.
> * Subscription plan group = max. 1 active subscription per person. Multiple groups = parallel subscriptions possible.
> * Future start (since June 2026): setting per plan, not global.
> * Guest checkout (since June 2026): setting per plan, lowers the registration barrier.
> * Subscription transfers (since July 2026): subscriptions can be transferred between customers within the same organization.
> * TWINT: no recurring payments possible. For CHF subscriptions: credit card or PayPal.
> * Distinction from booking packages: one-time purchase with a code, no recurring billing.
> * Distinction from communities: the community is the access mechanism, the subscription is the commercial framework.
> * Withdrawal period (since June 2026): configurable per plan. Within the period: immediate withdrawal (proportional refund) or cancellation at the end of the term. Pre-planned cancellations also possible.
> * Subscription transfer (since July 2026): only within the same organization. Quotas, subscriber assignment, and community memberships are transferred. Payment method and billing email are NOT transferred.
> * Regpit integration: for subscription plans with KYC/AML obligations (for example, virtual office). The request is only confirmed after successful verification. Status visible on the customer and subscription detail page.
> * Payment methods: SEPA, credit card, Apple Pay (mobile only), Google Pay (mobile only), PayPal (CHF only). TWINT not possible for recurring payments. Methods cannot be deactivated individually.