Once subscribers are enrolled, day-to-day management covers changing plans when needs evolve, pausing temporarily, cancelling, and resuming.
💡 In short: Manage subscriptions from the Subscribers tab or from a pet/client's profile. Bulk operations let you handle multiple subscribers at once.
Before You Begin
📍 Permissions required: You need the Manage Health Plans permission.
The Subscribers Table
The Subscribers tab shows every subscription across all plans in one searchable, filterable table. Key columns:
Subscriber — pet or client name (click to open their profile)
Plan Name — plan they're subscribed to (click to open the plan detail page)
Subscription Status — Active, Paused, Pending Payment, or Cancelled
Payment Status — shows the current payment position for the subscription. Possible values:
Paid — most recent invoice is paid in full
Failed — the last charge failed; update the payment method or process the payment manually
Unpaid — the most recent invoice has not been paid yet; hover over the badge for details
Total Redemptions — total value redeemed from allowances
Utilisation — percentage of limited allowances used
Eligibility — whether the subscriber still meets the plan's criteria Filters: Subscription Status, Payment Status (Paid, Failed, or Unpaid), Subscriber Type, Species, Plan Name, Eligibility, and free-text search. Additional filters include Pet, Client, Plan Price, Total Redemptions, Total Allowance Value, and Utilisation. Each row has an actions menu (⋯).
Changing a Subscriber's Plan
From the Subscribers tab or a pet/client's profile: ⋯ → Change Subscription. The dialog shows the current plan, its status, when it started, the price, and a summary of allowance usage to date. When to apply the change:
Option | What happens |
Immediately | Current subscription ends now, new one starts today. |
Next Billing Period | Switch happens at the end of the current billing period. Subscriber keeps their current allowances until then. |
Custom Date | Pick a specific future date. |
⚠️ Existing redemptions are not transferred. Usage resets to zero under the new plan. Consider billing for any outstanding balance before switching.
For pet subscriptions, ineligible plans appear as greyed-out options in the dropdown. You can still select and apply them — a warning will appear, but the change is not blocked. If you select "Next Billing Period" or a custom date, a Scheduled Change badge appears on the subscriber's row. To cancel it: ⋯ → Cancel Scheduled Change.
Pausing and Resuming
To pause: ⋯ → Pause Subscription → confirm. When paused, allowances are frozen and cannot be redeemed. The subscription can be resumed at any time. To resume: Find the paused subscriber (clear the Active-only filter if needed) → ⋯ → Resume Subscription → confirm.
If the subscriber has a saved payment method on file, the method is still active, and the subscription was not paused because of a payment failure, you will also see a Resume using saved payment method button — click it to restart the subscription using the stored card or mandate without asking the client to re-enter their details.
Resume is blocked in two situations:
Outstanding invoice — if the subscription has an unpaid invoice, the Resume Subscription button shows the message "Settle the outstanding invoice before resuming this subscription." Collect or process the outstanding payment first, then resume.
Pet marked as deceased — if the pet has been marked as deceased, its plans are automatically cancelled and cannot be resumed or reactivated. The Resume Subscription button is disabled with the message "This pet is marked as deceased, so its plans can't be resumed or reactivated."
When to pause vs cancel
Scenario | Pause | Cancel |
Client travelling temporarily | ✓ | |
Pet recovering, plan not needed short-term | ✓ | |
Client leaving the practice | ✓ | |
Pet has passed away | ✓ |
When a pet is marked as deceased, Lupa automatically cancels all of its health plan subscriptions — Active, Paused, and Pending Payment — with the reason "Deceased". Any outstanding payment links for pending plans are also expired. Vetsure-managed plans are not cancelled by Lupa and must be handled in Vetsure. Cancelled plans cannot be resumed or reactivated.
Cancelling
⋯ → Cancel Now → select a reason → confirm. Cancellation reasons:
Switched Plan
Left Clinic
Deceased
Unhappy with Benefits
Payment Failure
Pet Transferred
If a subscriber is re-enrolled while a paused subscription is still open, Lupa automatically cancels the paused subscription with the reason Replaced by New Subscription. This happens in the background — you don't need to select it manually.
Cancel Now stops the subscription from renewing at the end of the current period. The subscriber keeps their allowances until then, then the subscription moves to Cancelled.
For subscriptions in Pending status, use ⋯ → Cancel Pending Subscription instead. A confirmation pop-up shows the subscriber's name and plan, and warns that any outstanding chase invite will stop working. This cannot be undone.
If a subscription belongs to a Vetsure plan, most actions are not available in Lupa — changing the plan, pausing, resuming, and processing payments are all hidden. However, you can cancel a Vetsure subscription from Lupa using the same cancel options described above (Cancel Now, Cancel Pending Subscription, or Cancel Scheduled Change).
When a new Vetsure subscription arrives and you are connecting it to an animal in Lupa, the "Find the animal to connect this subscription to" step now shows a summary of the incoming Vetsure subscription details — including the patient name, species, and client name — above the Animal search field. Use these details to confirm you are linking the subscription to the correct animal before searching.
When you cancel a Vetsure subscription, a warning appears before you confirm:
Disconnect Vetsure subscription — You are disconnecting an external Vetsure subscription on Lupa, but you must also disconnect it from Vetsure directly.
Cancelling in Lupa only removes the subscription from Lupa's records — it does not update Vetsure. Make sure you also cancel or disconnect the subscription in Vetsure itself.
For Vetsure subscriptions in Active, Paused, or Cancelled status, a separate Sync from Vetsure button appears on the pet or client's profile. Click it to fetch the latest status directly from Vetsure and update it in Lupa — for example marking it as paused, cancelled, or reinstating it as active if Vetsure now reports it as live. A confirmation pop-up explains what the sync does; click Sync now to proceed. A message confirms whether the status was updated or was already up to date.
⚠️ Cancellation is permanent. A cancelled subscription cannot be reactivated. To rejoin, create a new subscription from the pet/client's profile.
Bulk Operations
Select multiple subscribers using the checkboxes, or use Select all to select every subscriber that matches your current filters across all pages. The bulk action bar appears at the top of the table. Vetsure subscriptions cannot be selected for bulk actions.
Action | What it does |
Change Plan | Move all selected subscribers to a different plan. Choose when to apply. |
Pause Selected | Pause all selected Active subscriptions. Others are skipped. |
Resume Selected | Resume all selected Paused subscriptions. Subscriptions with an outstanding invoice or belonging to a deceased pet are skipped. Others in an ineligible state are also skipped. |
Cancel Renewal Selected | Cancel renewal for all selected Active subscriptions. |
Cancel Pending Selected | Cancel all selected Pending subscriptions. Any outstanding chase invites will stop working. Others are skipped. |
Where some selected subscribers can't have the action applied, they're skipped and you'll see a message explaining how many and why.
Troubleshooting
Problem | Solution |
Subscriber shows as Paused after dismissing the payment screen | If you open the manual payment screen during enrolment and then close it without paying, the subscription is kept as Paused so the invoice is preserved. Reopen the actions menu and choose the resume or payment option to complete enrolment. |
Can't find a subscriber | Check your status filter — you may be filtering to Active only. Clear the filter to see all statuses. |
Scheduled change didn't happen | Scheduled changes are processed hourly. Wait up to an hour. |
Can't resume a cancelled subscription | Cancellation is permanent. Create a new subscription from the pet/client's profile. |
Resume Subscription is disabled with a message about an outstanding invoice | The subscription has an unpaid invoice. Collect or process the outstanding payment first, then resume the subscription. |
Resume Subscription is disabled for a deceased pet | When a pet is marked as deceased, all its plans are automatically cancelled and cannot be resumed or reactivated. If the pet was marked deceased in error, correct the pet record first, then create a new subscription. |
Bulk action skipped some subscribers | The action only applies to subscribers in the right state. The message will tell you how many were skipped and why. |
