Customer subscriptions
Sales teams manage customer packages and recurring memberships, separate from Era AI provider plans.
Sales teams manage customer packages and recurring memberships, separate from Era AI provider plans.
Where to find it
Web: open Sales. Desktop: Business → Sales, using the same record paths. Disabled modules or missing read permission remove the navigation entry.
| Screen / tab | Web path | Usage | Desktop |
|---|---|---|---|
| Subscriptions | /sales/subscriptions | List, view or tab | Native screen |
| Record details | /sales/subscriptions/[id] | Record or editor | Native screen |
Start working
Step 1
Start with customer, period and price.
Step 2
Review renewal and session allowances.
Step 3
Set automatic renewal or renew now.
Step 4
Pause/resume or cancel now/at period end.
Settings
Option-by-option configuration and screen paths: Settings guide.
There is no separate settings route; the guide distinguishes record options from declared defaults.
Permissions and limits
Before you start
Periods use locked prices. Non-renewing memberships end at period boundaries. Renewal does not imply a successful charge.
Role capabilities: Read (read), Write (write), Manage (manage), Export (export), Comment (comment).
Own-record restrictions apply equally to lists, records and Era. Record state or missing data can refuse an otherwise permitted action.
Ask Era
Show customer subscriptions ending this month without renewal.
Select relevant records for Era context. Era respects modules/roles; external or confirmation-sensitive work can stop for approval. Use era tools in the terminal to inspect currently available tools.
Automation and events
These declared events are available to module-event triggers. Subscribing does not configure the next operation; choose recipients, conditions and actions separately.
Operation details
The inventory includes record, configuration, visitor and background flows. IDs support Era/automation; not every row is a menu button. Asterisks mark required inputs. Unmapped rows do not imply a visible control.
| Operation and ID | Inputs | Permission | Screen or flow |
|---|---|---|---|
Raise “ending soon” notices · subscriptions.raise_ending_notices | As of | Write | Background routine |
Start a subscription · subscriptions.start | Subscriber *, Plan *, Price per period *, Currency, Every, Starts, Trial days (0–365), Ends, Renews automatically, Item module, Item, Months per period (1–120), Notes | Write | /appointments/new, /sales/subscriptions |
Renew now · subscriptions.renew | Subscription * | Write | /sales/subscriptions/[id] |
Renew everything due · subscriptions.renew_due | As of | Manage | /sales/subscriptions |
Pause · subscriptions.pause | Subscription * | Write | /sales/subscriptions/[id] |
Resume · subscriptions.resume | Subscription * | Write | /sales/subscriptions/[id] |
Cancel · subscriptions.cancel | Subscription *, At the end of this period, Reason | Write | /sales/subscriptions/[id] |
Renewal · subscriptions.set_auto_renew | Subscription *, Renew automatically * | Write | Record/API/visitor flow; no separate screen button mapped |
Buy a package online · subscriptions.buy_package_online | Package *, Renews automatically | Write | Record/API/visitor flow; no separate screen button mapped |
Related guides
Settings
Options, screen paths and defaults.
Workflows
Operations managers connect triggered blocks on a canvas with conditions, loops and approval waits.
Sales
Sales — modules and detailed settings
Technical sources
packages/os-kernel/src/modules/subscriptions.ts, packages/os-kernel/src/modules/index.ts, apps/studio/lib/os/navigation.ts, apps/studio/lib/os/settings-groups.ts, apps/era-station/apps/web/src/era/business/screens.ts.