This article explains the various subscription stages of a user and functionalities given to the user at each state.


TABLE OF CONTENTS



The different subscription stages of a user are as follows:

1. Requested Access

  • When the user has initiated the subscription flow by filling the details in the contact form but not completely subscribed to the smallcase.

  • The user does not have access to the smallcase stocks & weights and cannot invest in the smallcase.


2. Subscribed

  • When the user is successfully subscribed to the smallcase by completing the subscription flow.

  • The user has access to the smallcase weights, can invest in the smallcase and also receives all the rebalance updates of the smallcase.

3. Grace Period

  • The Grace Period is always 7 days at the end of which the user gets unsubscribed from the smallcase.

  • A user can be downgraded from a Subscribed state to a Grace period due to any reason such as:

    • One time Subscription End date

    • Subscription fee debit fail
      For the first time subscription or for a subscription renewal

    • User cancels the subscription

  • The user can renew her subscription when in grace period, doing so will move the user to the Subscribed state.

  • User has access to smallcase weights, can invest and receives all rebalance updates of the smallcase in grace period.


4. Unsubscribed

  • At the end of the grace period, the user gets unsubscribed from the smallcase.

  • The user won’t be able to access the smallcase weights, invest or receive rebalance updates for the smallcase.


Summary



Requested Access

Subscribed

Grace Period (7 days)

Unsubscribed

Access to smallcase weights

No

Yes

Yes

No

Receive Rebalance Updates

No

Yes

Yes

No

Can invest in smallcase

No
if not invested

Yes
If already invested, user can invest more but the smallcase weights won’t be updated

Yes

Yes

No
if not invested

Yes
If already invested, user can invest more but the smallcase weights won’t be updated

Subscription end date

Not Applicable

As per subscription plan

7 days from start of Grace Period

Not Applicable

What happens when user enters Subscription Flow

Taken to step user last dropped off from

Shown message - ‘Already subscribed, login to invest’

Billing & Plan section from where subscription can be renewed by making payment

Billing & Plan section from where subscription can be renewed by making payment