Subscription

About

The Subscriptions page is the main module for creating, configuring, and managing recurring service agreements. It serves as the “recurring revenue engine” for your business, allowing you to convert one-time bookings into ongoing plans, assign staff, and ensure clients receive consistent, high-quality service.

There are three primary stages to configuring a subscription. Follow these steps to set up and manage your subscriptions:

Adding subscription details

1. Select Subscription from the main menu on the left side of your portal.
2. Click the Add Subscription button.
3. Select the appropriate Package from the dropdown menu
4. Specify the Commitment Period (months), Invoice Cycle (weeks), and Cancellation Notice (hours) for the subscription.
5. (Optional) Check Enable Cancellation Credits and select a credit rollover from the dropdown: Never Expires, 12 weeks, 26 weeks, or 52 weeks.
6. Provide a Description of the package.
7. Select the appropriate Partner from the dropdown, if applicable.
8. Select the appropriate Discount Code from the dropdown, if applicable.
9. Click Next to proceed.

Adding service details

The Actual Price is calculated based on the selected service. Make sure your services are set up before creating a subscription. 

1. To change the subscription duration, click Subscription Duration.
2. Click + Add Service to include additional services from the service menu. Make sure all services you want to offer are set up before creating the subscription.
3. For each service, specify the quantity required.
4. Click "Enable RUT/ROT Tax Deduction" to apply the deduction. The total price will update automatically.
5. Click Add New Service Group to include another set of services in the subscription.
6. Click Find Buddies to assign a Buddy to the subscription.
7. • Filter by start and end times.
   • Select the day of the week from the dropdown.
   • Select a recurrence pattern: daily, weekly, biweekly, or monthly.
   • Set the duration (minutes).
7. Click Find Available Buddies. The system will automatically filter your Buddies and suggest those who are qualified and available for the service.
8. Click Next to proceed.

Adding customer details

1. Specify if the Customer is a company or a private individual. 
2. Click the Find Customer button to select an existing customer from your database. 
3. • Note: Use the Create new customer shortcut for new clients and complete the required information
3. If you selected Company, provide the company information: 
4. • Enter the Company name. 
   • Enter the Organization number. 
4. If you selected Private, provide their personal identification information:
5. • Enter the Social Security Number (SSN). This is required for identity verification and legal compliance.
5. Select the appropriate address type for the customer.
6. • Note: Use the Add new address shortcut for addresses and complete the required information
6. Review the subscription details. To make changes, click Previous. If everything is correct, click Create to save.