Webroots platform for scheduling, registrations, memberships, and payments. support@webroots.ca
Module

Subscriptions & Access Control

Manage recurring access plans, billing states, entitlements, and portal permissions—without fragmented tools or unclear member status.

Whether you offer memberships, annual access, program subscriptions, or recurring portal benefits, this module keeps billing logic and access control aligned.

Subscriptions and access control visual

What it supports

Plan design & entitlements
  • Multiple subscription tiers (monthly, annual, cohort-based)
  • Plan-specific benefits and access rules
  • Feature gating by plan level
  • Eligibility rules (member-only pricing, restricted registrations)
  • Add-ons and optional upgrades
  • Group or organizational subscriptions (if applicable)
Recurring billing lifecycle
  • Active, trial, paused, past-due, and canceled states
  • Automated renewal processing
  • Failed payment handling workflows
  • Grace periods and access windows
  • Manual administrative overrides
  • Proration logic (if required)
Access & portal control
  • Member/attendee portal visibility rules
  • Content access by subscription level
  • Registration restrictions tied to plan status
  • Session-level or feature-level permissions
  • Expiration-based access control
  • Role-based visibility (member, instructor, admin, sponsor, etc.)
Renewal & cancellation management
  • Self-serve cancellation (optional)
  • Admin-driven cancellation and refunds
  • Upgrade/downgrade flows
  • Access removal at end-of-term
  • Retention workflows (optional reminder logic)

Who it’s for

If recurring access matters to your service model, this module ensures billing and permissions stay in sync.

Organizations offering memberships or recurring access
Nonprofits with member benefits
Training providers with subscription-based content
Associations managing tiered access
Conference or event operators offering annual access
Platforms requiring controlled portal permissions

Subscription lifecycle (How it works)

1. Define plans & eligibility rules
Create subscription tiers with clear entitlements and access conditions.
2. Manage billing states
Track and automate status transitions: active → past-due → grace → canceled.
3. Apply access controls
Portal permissions update automatically based on subscription status.
4. Renew, adjust, or terminate
Handle renewals, upgrades, cancellations, and policy-driven access removal.
Everything stays consistent across billing, reporting, and portal visibility.

Outputs & reporting

Designed for operational clarity and decision-making:

  • Active vs inactive subscription counts
  • Renewal rates and churn summaries
  • Revenue by plan tier
  • Past-due tracking
  • Grace-period exposure visibility
  • Entitlement usage metrics
  • Access status by user
  • Upgrade/downgrade movement tracking

No manual reconciliation between billing and access lists.

Common scenarios

Automatically restrict access after grace period while preserving audit history.

Adjust access level immediately while maintaining billing consistency.

Restrict discounted pricing to active subscribers.

Remove access cleanly at end-of-term without manual intervention.

Pause billing while maintaining historical continuity.

Implementation notes

We structure subscription logic to reflect your real service model — not a generic template.

That includes:

  • Mapping your policies into system rules
  • Defining state transitions clearly
  • Aligning billing events with access control
  • Structuring portal permissions intentionally
  • Avoiding edge-case failures common in recurring systems

The goal is simple: Recurring access that behaves predictably, is easy to manage, and supports growth.

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Past and current clients

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