Subscription

This document details the various features of the Subscription page in your HelloClinic system. This is your central control panel for managing your clinic's subscription plan, usage, and billing for the HelloClinic software service.

Feature Overview

The Subscription page allows you, as a clinic administrator, to clearly understand and manage the software service plan you've purchased. Key features include:

• View Current Plan: See your active plan, costs, and renewal date.
• Manage Billing and Payments: Access the billing portal to manage payment methods or download past invoices.
• Compare and Change Plans: Browse all available subscription plans and upgrade or downgrade based on your clinic's needs.
• Monitor Resource Usage: Track real-time usage of resources like user count, clinic count, credits, and document storage.

Interface Description

1. Current Plan

This section displays a summary of your current subscription plan.

• Plan Name and Price: Shows your currently active plan (e.g., Enterprise) and its monthly or annual fee.
• Status: Displays the plan status, such as Active.
• Renewal Date: Notifies you of your next renewal billing date.
• Action Buttons:
  • Billing Portal: Clicking this button will take you to a secure payment service provider page (like Stripe), where you can manage your credit card information, view, or download past payment receipts.
  • Cancel Subscription: If you decide to stop using HelloClinic services, you can click this button to cancel future subscriptions.

2. Available Plans

This section lists all the subscription plans you can choose from.

• Billing Cycle Toggle: You can switch between Monthly and Yearly billing to compare prices for different cycles. Annual billing typically offers a discount (e.g., "2 months off" as shown in the screenshot).
• Plan Comparison: Clearly lists the features and prices of different plans (e.g., Pro, Enterprise).
• Switch Plan: Under the plan you wish to change to, click this button to begin the upgrade or downgrade process.

3. Usage Overview

This section visually displays your clinic's core resource usage and limits using progress bars.

• Users: Shows the number of created user accounts relative to your plan's limit (e.g., 1 / 5 means your plan allows up to 5 users, and 1 is currently in use).
• Clinics: If your plan supports multiple branches, this shows the number of clinics created relative to your plan's limit.
• `Credits: Credits may be used for consumable services (e.g., sending SMS messages, using specific AI features). This section shows your remaining monthly credits and any additional credits you've purchased.
  • + Buy Credits: If your built-in credits are insufficient, you can click this button to purchase additional credits.
• Files: Shows the used document storage space relative to your plan's limit.

Main Operation Workflow

How to Change Your Subscription Plan?

1. In the "Available Plans" section, first decide whether you want Monthly or Yearly billing.
2. Find your target plan (e.g., Pro) and click the [Switch Plan] button below it.
3. Follow the on-screen prompts to complete the plan change confirmation steps.

How to Manage Your Payment Information?

1. In the "Current Plan" section, click the [Billing Portal] button.
2. You'll be directed to a secure external website where you can update your payment credit card or view past invoices.

How to Purchase Additional Credits?

1. In the "Usage Overview" section, locate the "Credits" item.
2. Click the [+ Buy Credits] button on the right.
3. Follow the instructions to enter the desired quantity of credits and complete the payment.