Subscription — End-user view

There are two main roles: admin/staff (setup & management) and customer (enroll & book). Below is each role's journey.

A. Admin/Staff sets up a package

1. Create Subscription

Page Admin Portal → Setup → Subscription (/product-service/subscription).

• Table is split into Current (not archived) and Archived.
• Create a new package: choose Site (one site), enter Subscription Name, choose type (Billing Only or default BookingAndBilling).
• Configure: price (Price), image, Booking Cut-Off (number of days), rich text content (Booking Info, Instructions, Discount Info, Payment Instructions, Important Notice), and period-selection permissions: Booking Start/End Selection (Staff Only or Staff & Customer).

2. Link with Term

• Open linked-term confirmation popup: choose each SubscriptionProduct (no "Select All").
• If the package has no product → popup says "please add sessions in Program first".
• Link-term API validates product compatibility with term; missing items → show list of missing products.

3. Manage through Subscription Manager

Filter enrollment by Site/Subscription/tab. Changing tab → auto-refreshes data (no Apply needed).

• Each enrollment row expands to show applied add-ons and discounts.
• Actions: Manage Add-ons, Manage Discounts (only for periods booked by the enrollment).

4. Billing Details: invoice actions

Subscription Billing Details displays by invoice (one row/invoice), not internal logs.

Three main actions, all operating on invoice:

Action	Result
Schedule	Creates InvoiceScheduler for each invoice; ScheduledOn = Invoice.Date (UTC).
Approve	Changes invoice to Approved + creates scheduler immediately (ScheduledOn = UtcNow).
Skip	Cancels active scheduler + resets invoice to Initialised (0).

B. Customer enrolls & books

1. Browse & select package (Course List)

• Card shows: title, price (when present), weekday schedule (Mon–Sun), description, image, site info (map popup).

2. Subscription Booking (Step 1 → Step 2)

• Step 1: view package details (read-only), preview schedule by period (with closure days removed).
• Choose period/start from BillingSchedule (canonical source) — do not compute client-side.
• Start/end selection permission depends on package setting: Staff Only means customer cannot choose.
• Step 2: enrichment / add-ons.

3. Booking is checked for schedule clash

On submit, the system checks for schedule clash against the attendee's existing enrollments/bookings. If there is a clash → the whole request fails (no partial state).

4. Portal: My Subscriptions

Customers view their subscriptions in Customer Portal → My Subscriptions.

Summary

Role	Does
Admin	Create/configure package, link term, manage enrollment, invoice actions (schedule/approve/skip).
Staff	Manage add-ons/discounts for booked periods; direct-confirm booking.
Customer	Browse packages, choose period by BillingSchedule, submit booking (with clash check).

Next: Core concepts.