Step-by-Step Guide to Setting Up Subscriptions
Pratt
Updated on Oct 10, 2024
Creating Pricing Options for Services - Subscriptions Step-by-Step Guide: Navigate to Setup Go to Setup and select Pricing Options under Services. Create a Group or Plan You can create a group to categorize pricing options or memberships for easier navigation. Create a Plan Choose between subscriptions, credit packs, or top-up packs. Setting Up Subscriptions Follow these steps to set up a subscription: Type in the name and select a group Add a catchy description Set up expiry, credit settings, renewal cycle, and maximum cycle Define booking credits and limits for services Set booking limits for classes and appointments Define the number of credits allowed Configure advanced settings like auto-renewal, credit rollover, and refund credits Choose visibility options for customers Set price per cycle, apply tax, and define minimum cycles and cancellation fee Choose when customers get charged and set an enrollment fee