Use casesCustomer Management

Stay ahead of renewals and expirations

A lot of access in Schematic is time-bound: trials end, overrides expire, and annual contracts come up for renewal. Each of those is a moment when a customer’s access is about to change, and catching it early is the difference between a smooth renewal and a surprised, churned customer.

Common approaches

Expirations tend to get tracked in scattered places: a spreadsheet of contract dates, a calendar reminder for a trial, a note in the CRM, each maintained by hand. It works as long as someone keeps every list current and remembers to check them on time.

In practice, those lists drift and reminders slip. A trial lapses with no conversion nudge, an override quietly expires and a customer loses a feature they assumed they had, or a renewal sneaks up with no lead time to engage the account. Because the dates live apart from the system that actually enforces access, nothing reliably connects “this is about to expire” to “someone should do something about it.”

How Schematic fits in

Time-bound access in Schematic carries its expiration with it: trials have an end date and defined conversion behavior, overrides can be set to expire, and subscription status reflects where a customer is in their lifecycle. You can surface trial countdowns in-product, configure what happens when a trial ends, convert to paid or fall back to a default plan, and use webhooks to alert your team ahead of a lapse so the renewal or conversion conversation happens before access changes.

What it looks like

A company's subscription with its status and current period

The renewal date is a property of the subscription itself: an Active badge, the price, and the period it runs through. See in Stripe opens the same record in billing when you need the invoice side of it. Find it on the company profile, on the Subscription tab.

A company override with an expiry date

Overrides carry their own expiry date, so a goodwill grant or a feature trial reverses itself on schedule rather than living on until someone notices. The Expiry Date column is where you check what is about to lapse on an account. Find it on the company profile.

Plan, payment method, and entitlement usage for one company

The same dates from the customer’s side: the plan they are on, the next bill due, and when each entitlement resets. This is the context a CSM wants before a renewal call, since an account that is nowhere near its limits and an account that is pressed against them need different conversations.

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