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Provider Rules

Control how plans, subscriptions, and customer data behave on your storefront. Open Settings → Provider rules in the Control Center.

Plan Management​

Configure how customers can modify their subscription plans.

Plan Management settings

Allow plan upgrades and downgrades​

When enabled, customers and admins can change active plans. This allows scaling up or down without interrupting service.

Allow operators to add discounts​

When enabled, operators can apply discounts during checkout.

caution

Operators can set a 0 price or a 100% discount and make checkout free. Enable this only if you trust all operator accounts.

Always show service listing​

When enabled, customers always see the service listing, even if the provider has only one service. When disabled, a single service opens directly.

Subscription lifecycle​

Manage how subscriptions are started, canceled, and how services behave when deleted.

Subscription Cancellation​

Define how canceled subscriptions are handled:

  • Continue Until Period End — Services remain active until the billing period ends. No immediate interruption.
  • Immediate Stop — The subscription ends as soon as the customer cancels.

Service Deletion​

Define how subscriptions behave when you delete a service:

  • End Subscriptions at Period End — Subscriptions end at the current billing period.
  • Keep Subscriptions Renewing — Existing subscribers keep renewing until they cancel manually. The service is hidden from new sales.

Customer​

Control how customer billing profile changes sync with provider data.

Customer sync and extended data

Automatic Sync​

When enabled, edits customers make to their billing profile sync automatically with the provider. No manual review is needed.

Customer Extended Data​

Configure which custom fields customers must fill in during billing profile creation. Use this to collect extra data your business needs (for example a license plate number).

To add a field:

  1. Click Add field.
  2. Enter a Field label.
  3. Select a Field type (for example Text).
  4. Check Required if customers must fill it in.
  5. Click Save.

Add custom field

Related: Manage Services, Coupon Management