Managing Subscriptions

Assigning a Plan to a Member

1. Go to Operations → Members and open the member's profile
2. Go to the Memberships tab
3. Click Add membership
4. Select the plan and set the start date
5. Save

The member is now subscribed. Their first invoice is generated immediately — prorated if they join mid-cycle (see How Prorata Billing Works).

Viewing All Subscriptions

Go to Operations → Subscriptions to see every active membership across your location — who's subscribed, which plan, when it started, and the next billing date.

You can also view a single member's subscriptions from their profile → Memberships tab.

How Billing Works

On the billing day each month, Co-Desk automatically generates an invoice for each active subscription.

• If the member has a card saved via Stripe, payment is attempted automatically
• If no card is saved, the invoice is issued as Unpaid — collect payment manually

Cancelling a Subscription

1. Open the subscription from Operations → Subscriptions or the member's profile
2. Click Cancel subscription
3. Confirm

The member keeps access until the end of the current billing period. No further invoices are generated.

What Happens if Payment Fails

If Stripe cannot charge the member's card on the billing day:

• The invoice remains Unpaid
• The member receives a notification email
• The subscription does not auto-renew

Follow up with the member to update their payment method, then reactivate if needed.

Auto-Renewal

Subscriptions renew automatically — no action needed from you or the member. The invoice is created and payment attempted on the billing day every cycle.

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Common Questions

Can a member have more than one active subscription? Yes — members can hold multiple subscriptions simultaneously (e.g., a desk pass and a meeting room bundle).

Can I pause a subscription temporarily? Pause is not currently available. To stop billing temporarily, cancel the subscription and create a new one when the member returns.

Can I backdate the start of a subscription? Yes — set the start date to any past date when creating the membership. The system will calculate the first invoice accordingly.