#crehbichler_best-practices

1 messages ¡ Page 1 of 1 (latest)

silver pebbleBOT
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sweet hemlock
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hi there!

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After my customer subscribes for 2 or 3 years, I want to switch them to 1 year after the initial period ends. I figured subscription schedules would be best practice in this case.
yep

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but I am wondering when in the flow I should create the subscription schedule.
that's up to you. you can either directly create a subscription schedule, or start with a regular subscription that you then convert into a schedule

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based on your use case, it looks like the customer already has an active subscription? in this case you would convert the existing subscription into a schedule.

glass tusk
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yeah, I have both cases. Either a new subscription (directly to a multi year plan) where I want to add the 2nd phase with 1yr, but I also have this case when the customer already has a 1y subscription. We let them commit for e.g. 3 years (with discount), but I would add again the 2nd phase with 1yr

sweet hemlock
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got it.

glass tusk
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it's maybe better two handle the 2 cases in a different way though... let's say for existing subscription, upgrade from 1yr to 3yr, would you recommend using a webhook event for creating the schedule with the 2nd phase with the switch back to 1 yr?

sweet hemlock
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upgrade from 1yr to 3yr
how does the customer does the upgrade? using the customer portal, or your own UI?

glass tusk
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own UI

sweet hemlock
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got it. yes it would make sense to use webhook events to know when the subscription is upgraded, and convert it to a schedule when that happens.

glass tusk
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perfect, ok then I will maybe do the subscription create in the same way. use the webhook event to know when the subscription was created with a muliti year plan and convert it to a schedule there. is this a reasonable thing to do?

sweet hemlock
glass tusk
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will do, thank you for the quick help, appreciate it!