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Subscription Management

Feature: Subscription Management with Student Limit Blocks

Draft As a coach,
I want to manage up to 5 students for free and purchase additional student blocks when needed,
So that I can scale my coaching business without upfront financial commitments and only pay for what I use.

User Flow & Detailed Steps

  1. Free Plan Onboarding:

    • Scenario: The coach signs up and starts using the app with the free plan (up to 5 students).
    • Steps:
      1. The coach signs up on the app.
      2. The app automatically activates the free plan, allowing the coach to manage up to 5 students.
      3. A notification explains that additional blocks are available for purchase once the student limit is reached.
    • Outcome: The coach begins using the app for free, understanding the option to upgrade later.

  2. Tracking Student Limit Usage:

    • Scenario: The coach adds students to the system and approaches the free plan limit.
    • Steps:
      1. The coach adds students to batches.
      2. The system displays a usage counter showing the number of students out of the maximum allowed (e.g., "4/5 students used").
      3. When the coach tries to add the 6th student, the system displays a notification:
        • “You’ve reached your free plan limit. Purchase a block of 15 seats for 500 to continue adding students.”
    • Outcome: The coach is informed about their usage and prompted to upgrade as needed.

  3. Upgrading to Paid Blocks:

    • Scenario: The coach decides to purchase additional student seats.
    • Steps:
      1. The coach clicks on the upgrade notification or selects "Subscription Management" from the dashboard.
      2. The available blocks are displayed:
        • 15 Students: 500/month
        • 40 Students: 1000/month
        • Custom Plan: Contact Sales
      3. The coach selects a block and proceeds to payment.
      4. A payment link is sent via SMS or WhatsApp.
      5. The coach completes the payment, and the system updates the student limit in real-time.
    • Outcome: The coach successfully upgrades their plan and can add more students.

  4. Custom Plan Request:

    • Scenario: The coach needs to manage more than 40 students.
    • Steps:
      1. The coach navigates to "Subscription Management" and selects "Contact Sales" under the Custom Plan option.
      2. The app prompts the coach to fill out a form with:
        • Name
        • Email
        • Number of students needed
        • Additional requirements (if any)
      3. The sales team contacts the coach to finalize a custom plan.
    • Outcome: The coach is guided to a personalized solution for their requirements.

  5. Subscription Renewal:

    • Scenario: The coach’s subscription is due for renewal.
    • Steps:
      1. The system sends a renewal reminder via email, SMS, or WhatsApp, including:
        • Subscription type (e.g., "15 Students - 500/month")
        • Renewal amount
        • Due date
      2. The coach clicks the link in the notification to complete payment.
      3. The system updates the subscription status upon payment.
    • Outcome: The subscription is renewed without service disruption.

  6. Notifications and Alerts:

    • Scenario: The coach needs timely updates on subscription usage and payments.
    • Steps:
      1. Alerts are sent when:
        • 80% of the current student limit is reached.
        • The subscription is nearing its expiration date.
        • Payment is overdue.
      2. Notifications include clear upgrade or renewal instructions.
    • Outcome: The coach remains informed and can take action proactively.

Subscription Management Table

Step Description
Free Plan Onboarding The coach signs up and automatically starts with the free plan, allowing management of up to 5 students.
Tracking Student Limit Usage The system tracks and displays the number of students used out of the total allowed and prompts for upgrades when needed.
Upgrading to Paid Blocks The coach selects and purchases additional student blocks through SMS or WhatsApp payment links.
Custom Plan Request Coaches exceeding 40 students can contact sales to create a personalized subscription plan.
Subscription Renewal The system sends renewal reminders and processes subscription payments seamlessly.
Notifications and Alerts Automated notifications keep the coach informed about usage, renewals, and overdue payments.

Additional Notes

  • Dynamic Pricing Adjustments: If the pricing model changes, updates can be reflected dynamically in the subscription management section.
  • Partial Usage Alerts: Notify coaches at 50% and 80% of their limit to ensure proactive planning.
  • Payment Methods: Use UPI, bank transfers, or credit/debit cards via Razorpay, PayU, or Stripe for flexible payment options.
  • Analytics: Coaches can view a summary of subscription costs, usage trends, and payment history in their dashboard.