Creating Subscriptions
Set up recurring billing for customers with flexible pricing and billing intervals.1
Identify the customer
Search for or create a customer record first
2
Define the subscription
Specify the product, price, and billing interval (monthly, yearly, etc.)
3
Set start date
Choose when billing begins (immediately or on a future date)
4
Review and approve
Ari shows the subscription details. Click Approve to activate.
5
Customer onboarded
The subscription is active in Stripe and the customer receives a confirmation
Example Commands
Ari creates subscriptions in Stripe with all necessary metadata. Billing begins on the start date automatically.
Updating Subscriptions
Modify pricing, billing intervals, or other subscription details without disrupting service.Example Commands
Pausing Subscriptions
Temporarily halt billing without canceling the subscription.1
Request pause
@Ari pause the subscription for [customer]
2
Specify reason
Optionally note why the subscription is paused
3
Set resume date
Choose when billing resumes (open-ended or specific date)
4
Approve pause
Click Approve to pause the subscription
Example Commands
Paused subscriptions don’t generate charges but the customer record and subscription remain active. You can resume at any time.
Resuming Subscriptions
Reactivate paused subscriptions and resume billing.Canceling Subscriptions
End subscriptions when customers churn or choose not to renew.1
Request cancellation
@Ari cancel the subscription for [customer]
2
Provide reason
Tell Ari why the subscription is being canceled (helps with churn analysis)
3
Choose effective date
End immediately or at the end of the current billing cycle
4
Approve cancellation
Click Approve to confirm the cancellation
Example Commands
Subscription Schedules
Create complex billing scenarios with scheduled price changes or plan upgrades.Example Commands
Viewing Subscription Status
Check the status of any subscription anytime.Subscription Analytics
Track subscription metrics and revenue trends.These metrics feed into Ari’s Revenue Analytics feature for comprehensive financial reporting.
Best Practices
- Confirm pricing: Always have a clear conversation about pricing before creating a subscription
- Use meaningful descriptions: Include the plan name or service level in the subscription details
- Set appropriate start dates: Align subscription start dates with contract or onboarding timelines
- Regular reviews: Monitor subscription status weekly to catch any paused or at-risk subscriptions
- Test schedules: For complex schedules, test with a low-value subscription first
- Document cancellations: Always note the reason for cancellations to improve retention analysis