Managing Subscriptions

Waveloom offers subscription plans as a way to receive a regular allotment of Credits for your Team on a recurring basis (typically monthly or yearly). Subscriptions provide a predictable way to ensure your team has the resources needed for ongoing workflow execution.

How Subscriptions Work

  • Recurring Billing: You are billed automatically at the start of each billing cycle (monthly or yearly) via the payment method stored with our payment provider, Polar.
  • Credit Allocation: Upon successful payment, a set number of Standard Credits (as defined by your chosen plan) is added to your Team's credit balance.
  • Credit Expiration: Standard Credits received from subscriptions typically expire at the end of the billing cycle in which they were granted if they are not used. Check your specific plan details for confirmation. Waveloom prioritizes using expiring credits first.
  • Team-Based: Subscriptions are associated with a specific Team.

Available Plans

Details of available subscription plans (e.g., Starter, Pro), including their credit amounts, features, and pricing, can be found on the Waveloom pricing page or within the Billing section of your Team Settings.

Viewing Your Active Subscription

You can view details about your Team's current active subscription in the Account Settings -> Billing section:

  • Current Plan Name
  • Status (e.g., active, trialing, canceled)
  • Renewal Date (End of the current billing period)
  • Whether it's scheduled to cancel at the period end (cancelAtPeriodEnd)
  • Associated Price and Product IDs (useful for reference)

Switching Subscription Plans

If your needs change, you can typically switch between different subscription tiers (e.g., from Starter Monthly to Pro Monthly, or Monthly to Yearly).

  1. Navigate: Go to the Billing section in your Team Settings.
  2. Choose New Plan: Select the desired new plan from the available options.
  3. Confirm Switch: Follow the prompts to confirm the plan change.

What happens when you switch:

  • Waveloom instructs the payment provider (Polar) to update your subscription product (billing_controller.ts#switchSubscription).
  • Important Credit Adjustment:
    • Any remaining Standard Credits from your old plan are typically expired immediately.
    • A prorated or full initial allotment of Standard Credits for the new plan is granted to your Team's balance.
  • Your billing cycle and renewal date may adjust based on the provider's proration policy.
  • Your local Subscription record in Waveloom is updated to reflect the new planId, productId, and priceId.

Cancelling Your Subscription

You can choose to cancel your subscription if you no longer need recurring credits.

  1. Navigate: Go to the Billing section in your Team Settings.
  2. Find Cancellation Option: Look for a "Cancel Subscription" button or link associated with your active plan.
  3. Provide Feedback (Optional): You may be asked for the reason for cancellation. Providing feedback helps us improve Waveloom.
  4. Confirm Cancellation: Confirm that you wish to cancel.

What happens when you cancel:

  • By default, cancellation is typically scheduled for the end of your current billing period (cancelAtPeriodEnd: true).
  • You retain access to your plan's features and any remaining credits until the end of the current period.
  • The subscription will not renew automatically after the period ends.
  • Waveloom updates the subscription status with the payment provider (Polar).
  • (Immediate cancellation/revocation might be an option in some cases, potentially forfeiting remaining time and credits - see revokeSubscription in controller).

Resuming a Scheduled Cancellation

If you scheduled your subscription to cancel at the end of the period but change your mind before the period ends, you can usually resume it:

  1. Navigate: Go to the Billing section.
  2. Find Resume Option: Look for a "Resume Subscription" button next to your subscription scheduled for cancellation.
  3. Confirm: Confirm that you want to keep the subscription active.

Waveloom will instruct the payment provider (Polar) to remove the scheduled cancellation, and your subscription will renew as normal at the end of the period.

Managing Payment Methods & Invoices

To update your credit card, view past invoices, or manage other payment-related details handled directly by the payment processor, use the Customer Billing Portal.

Synchronization with Payment Provider

Waveloom keeps its local subscription records (Subscription model) synchronized with the payment provider (Polar) primarily through Webhooks. When events happen in Polar (like a successful renewal payment, a cancellation taking effect, or a payment failure), Polar sends a notification to Waveloom, which updates the local subscription status and potentially grants recurring credits accordingly.

Next Steps