How to Create a Top-Up Pack for Customer Subscriptions

In this video, we will guide you through the process of creating a top-up pack for customer subscriptions. Follow the steps below to set it up:

Step-by-Step Guide

1. Go to Setup:

   Navigate to the Setup section in your admin panel.

2. Select Pricing Options:

   Click on Pricing Options to proceed.

3. Create Plan:

   Choose the option to Create Plan.

4. Select Top-up Pack:

   Choose the Top-up Pack option from the list.

What is a Top-Up Pack?

A top-up pack allows your customers to add credits to their existing subscription or credit pack. This provides flexibility and ease for customers to obtain more credits without purchasing a completely new subscription or credit pack.

Example Scenario

If a customer has exhausted all credits in their subscription during the current cycle and renewal is still a week away, they can choose to top-up the subscription and book more services instead of buying another membership or waiting for renewal.

Setting Up the Top-Up Pack

1. Select Locations:

   If you are a multi-location business, select which locations the top-up pack can be purchased in.

2. Set Up Plan Name:

   Enter a plan name, for example, "5-credit-top-up", and categorize it under a membership group.

3. Add Description:

   Provide a description for the top-up pack and click Next to proceed to the settings for credits.

4. Define Credits:

   Specify the number of credits in the top-up pack and the applicable plans. You can choose to make it applicable to all plans or select specific plans.

5. Set Visibility:

   Choose whether to allow customers to buy the top-up pack from the website and app, or restrict it to be sold only from POS.

6. Define Price:

   Set the price of the top-up pack, for example, $50 for 5 credits.

7. Create Membership:

   Click on Create Membership to complete the setup of your top-up pack.

And that's it! Your top-up pack setup is now complete.