How to create subscription payments

Subscriptions

Subscriptions are reoccurring services that automatically renew per the period selected, such as locker hire.

Subscriptions payments can only be created by client admins.

Creating a subscription is a two-phase process, the subscription product needs to be created and then subscription plans or payments need to be set up against the subscription product.

Once a subscription is created, it is then linked to a service to enable an app user to subscribe to the service, see how to create a service.   

Steps

1. From the left-hand side menu in client admin, select Payments > Subscriptions.
2. On the Subscriptions screen in the top right corner, click Actions > New Product.
   
3. Complete the fields within the new product form
   Name (required) – name of subscription service.
   Link Account (required) - Select an account where payments will be sent. This account must be Strip e-commerce enabled. When the service is created, admins will be asked to link an account which will manage subscription requests via the service desk. Once created, link account cannot be edited.
   Limit – The amount of subscriptions available to this service. Leave as 0 if it’s unlimited.
   Attributes - this field is currently not used, leave blank. Attributes will disappear once saved.
   Active – Select whether this is an active or inactive subscription.
   
4. Click Save. The product will appear on the subscription page.  
   
5. On the Subscriptions screen, navigate to the product you want to add plans to and on the far right click Actions > List Plans.
   
6. On the plans screen in the top right corner, click Actions > New Plan.
7. Complete the fields within the new product form
   Name (required) – name of plan.
   Cost (required) – plan cost.
   Billing Interval – The frequency at which the app user will be charged, daily, weekly, monthly or yearly.  
   Limit – The amount of subscriptions available to this service. Leave as 0 if it’s unlimited.
   Allow multiple subscriptions - if set to Yes this will allow an app user to subscribe multiple times to the same subscription product. If there is a cost associated, it will charge the app user for each subscription.
   Active – Select whether this is an active or inactive plan.
   
8. Click Save. Repeat steps 5-8 until you have all the plans needed, then see how to create a service to link the subscription with a new or existing service.

Tips

To manage your subscription and whether it is available in the app, use the Active toggle on the Subscription screen. This can be used rather than deleting a subscription.