NOTE:
Subscriptions are available on our Enterprise plan or, if using UrPay for your payment processor, they are available on any plan
Scheduling the jobs that are associated with a subscription happens independently of setting up the subscription
You can schedule customers with "Repeat Jobs" and charge the card on file each time but Subscriptions allow you the opportunity to automate this process
job is automatically scheduled; fee is automatically collected
Here's a Loom with information on how to 'Apply Subscriptions to Repeat Jobs'
Creating subscriptions:
Go to your Products/Services page in the side menu
Click "ADD" at the bottom of the page and "Products/Services"
Select your 'Industry' (if applicable)
Select 'Product' (subscriptions are sold as a product)
For 'Category' click "Add a category" and type "Subscriptions"
'Product Type' would be "Subscription Plan"
This is imperative to ensure the auto billing functionality is enabled
'Name' is whatever you'd like (this is what the customer sees on their invoice)
Ex: Monthly Detail, Monthly Wash, Quarterly Maintenance
'Price' is based off the auto-billing schedule
how much do you want to charge
what is the frequency (weekly, bi-weekly, monthly, etc.)
"Subscription expires after" defaults to "Indefinite"
can choose 1 month, 2 month, 6 month, 1 year, 2 year, etc.
will continue to auto-bill until you or your customer cancel it or card on file expires
Under 'Additional Options'
toggle "on" if taxable
toggle "on" to include subscriptions in your virtual shop
Click the green checkmark in the upper right to "Save"
Selling subscriptions:
Go to ADD at the bottom of the page and "Subscription"
Select the 'Customer'
Select the 'Subscription Plan'
by default, subscription starts on the day it is sold
option to pick a day/time in the future to have the subscription start
Select the 'Payment Method' (Stripe, Square, Cash, Check, Other)
if paying by credit card (the ideal option), the system will save the card on file for future payments
if paying by cash or check, this still kickstarts their subscription but they will be notified before their next auto-billing payment that they need to get a card on file
Two ways to access this subscription: (business side / customer side)
Business side
once paid, click on customer name (to go to customer profile page)
click on "Subscriptions" tab across the top
will list "Active" and "Inactive" subscriptions
click into any "Active" subscriptions to see
when the subscription expires
how many times it has been redeemed
current and previous billing periods
can also 'cancel' the subscription
can also click on "Subscriptions" homepage across the top of the app for a list of all subscriptions and the different statuses
Customer side
customer will receive an email with subscription details
here they can enter a credit card if the first subscription payment was paid with cash or check
they can "Cancel" the subscription if they'd like
immediately
end of billing period
they can see all the billing cycles, payments and other details of the subscription
they can click into any of the payments to see the individual receipts
they have a full billing history here
Applying subscriptions:
you can apply subscriptions to jobs to completely cover the services paid for by the subscription within that job such as detailing services, car wash services, etc.
go to a job with a service that matches an "Active" subscription for this customer
click "Apply Adjustment" in the pricing section of the job
click "Subscription"
once you click on this it will pull in the "Active" subscriptions for this customer
click on the subscription you want to use
click on the line item that corresponds with that subscription and it will apply a 100% discount to that line item (for example: apply a 'Monthly Detailing Subscription' to a 'Level 2 Detail' service)
once you click the green checkmark to "Save" this, you'll see the discount appear in the pricing section of the job
once this subscription is applied, you can check back into the customer's page, click "Subscriptions" at the top and click on this subscription and you'll see the "redeemed" number will increase by 1
this will help you keep track of how many times they used their subscription within each subscription period
the customer can always ask questions in the "Comments" section which serves as a chat box
