Sell Package Subscriptions
Upon creating a subscription, the system will:
- Charge the card on file for the price of the package
- Generate a receipt
- Add the package to the customer's account
- Send the Invoice Email template
- Send the Subscription Purchase Receipt Email template
Start a Subscription
- Navigate to Left-hand Navigation: Point of Sale ยป Items for Sale.
- Click the subscriptions tab on the left-hand side. Then click the blue Add Subscription button under the subscription of your choice.
- From the new subscription page select the owner, subscription type, frequency, start date, and end billing date (if applicable).
Package Subscription Field Guide
| Field | Description | Helpful Hint |
| Step 1: Select an Owner | Select the owner account to connect the package subscription. | This customer must have a credit card on file in order to start a subscription. You will be re-directed to edit the owner profile if they do not have one on file already. |
| Step 2: Select a Subscription | Only packages with the setting "Use for Subscriptions" enabled will be displayed | |
| Step 3: Select a Frequency |
Select how often this package purchase will renew.
|
This will default to the selected package's settings. |
| Starting On |
Enter a future date if the package subscription should not start now. Leave blank if the subscription should start now. |
Payment will run on the date entered. |
| Until this date |
Enter a future date for when the package purchase should cease. Leave blank to continue indefinitely. |
Start a Subscription from the Shopping Cart
- Navigate to the shopping cart in the upper right-hand corner.
- Select Browse Items on the right-hand side.
- Click on the subscription tab and then click Add Subscription under the subscription you would like to create.
This will redirect you to the New Subscription page to complete the transaction.
Related Resources
- Package Subscriptions Topic Outline
- Create a New Subscription Type How-To
- Subscription Type Field Guide Reference
- Create Packages for Additional Services How-To
- Cancel Package Subscriptions How-To
- Package Subscriptions Renewal Reference
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