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How to Add Credits and Subscriptions to Your Customer in Wemu

Jeph Fernandez avatar
Written by Jeph Fernandez
Updated over 3 weeks ago

Follow these steps to seamlessly manage your customers' credits and subscription packages in the Wemu platform:

Adding Credits

  1. Navigate to Customers

    • On your dashboard, click on the Customers tab.

  2. Select Customer Profile

    • Find and click on the customer's name to open their detailed profile.

  3. Add Credits

    • Click the Credits tab.

    • Select Add Credits.

    • Choose the appropriate Credit Product from the dropdown menu.

    • Enter the number of credits you wish to add.

    • Optionally, set an expiration date and link items.

  4. Save Changes

    • Click Add to confirm and apply the credits to your customer’s account.

If the credit product is not available, add it by navigating to the Products component.

Adding Subscriptions

  1. Navigate to Customers

    • Click the Customers tab from your dashboard.

  2. Select Customer Profile

    • Choose the customer to whom you wish to assign a subscription.

  3. Manage Subscription

    • Click on the Subscriptions tab within the customer's profile.

    • Click Add Subscription.

  4. Select Subscription Plan

    • Choose the appropriate subscription plan from the dropdown menu.

    • Set the start date, duration, and frequency (monthly, quarterly, yearly).

  5. Review and Confirm

    • Double-check the subscription details and billing information.

    • Click Confirm to activate the subscription.

If the subscription plan is not available, add it by navigating to the Products component.

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