Efficient subscription management helps to make sure that you and your clients get the best value for money out of Apron.
Understanding client subscription management
Practice oversight – As a Practice hub Admin, you have full visibility over all of your clients' subscription statuses, and can make changes on their behalf.
Billing responsibility – Practice (Capture) plan: Always billed to your practice. Company plans: Billed to clients by default, but you can choose to cover costs.
Automatic setup for new clients – When you add new clients, they're automatically added to your Practice (Capture) plan (billed to your practice), assigned the free Go plan, and set to client billing by default for company plans.
How to manage client subscriptions
Accessing subscription management – From your Practice Hub, go to the Billing section, then to the Company plans tab, and view all clients with their current subscription status.
Available actions – Select one or more companies and click:
Move to practice account – Transfer company plan billing from client to your practice.
Move to client’s account – Transfer company plan billing from your practice to the client.
Change plan – Update the company subscription plan (only available if your practice pays).
Understanding the plan options
Check all of the available company plans and their limits in our article: Understand subscription costs for Practices.
Managing billing arrangements
Practice-paid subscriptions – If your practice covers client subscriptions, all charges appear on your monthly invoice, with clear client-by-client breakdowns provided. You stay in control of the plan changes and upgrades.
Client-paid subscriptions – When clients pay directly, you maintain oversight of their subscription status. They receive their own billing and invoices, but you can still monitor usage and provide guidance.
Mixed arrangements – You can have different arrangements for different clients based on your agreements with them.
Important billing notes
Timing of changes – Any changes to a client's billing account apply from the 1st of the following month.
Free trials – We offer a 31-day free trial on all the company plans.