Subscription Type Field Guide
This guide describes the fields visible when creating a new subscription type.
Setting | Description | Helpful Hint |
Location | Select your location. | A subscription can only be assigned a single location. However, if the system-wide toggle "Allow packages/subscriptions at any location" is on, the credits can be redeemed at any location. |
Name | This is the name of your package. It is shown to customers on receipts and on the customer portal. | |
Description | Optionally enter a description that can be displayed on the customer portal when a customer purchases a package from the customer portal. | |
Reservation Type | The type of reservation this package applies to. | Subscriptions can only be associated with a single reservation type. If you wish to redeem credits for multiple reservation types you must enable "Allow packages/subscriptions on any type" from the system-wide settings. |
Quantity | The number of credits the package should have. | It is possible to sell 0 credits - this will create a subscription that charges the set price for no credits. The package will show on the customer's expired package list upon renewal. |
Enable as Subscription | Enable this setting if this package should be available only as an auto-renewing package (Subscription). | |
Frequency | For subscription-based packages, determines the frequency of renewal. | For more details, please see our article Package Subscriptions Renewal. |
Days to Expiration | Optionally enter the number of days that this package/subscription can be used before it expires. If no data is entered, the package will expire upon auto-renewal of the subscription. |
The package expires at 11:59 pm on the last day of the subscription. Packages cannot be unexpired. You can edit expiration dates from the packages section on an owner's profile. Important: If no date is entered into this field, users who cancel their subscriptions will not have an expiration date on their final credits. |
Price | This is the total price for each package (not per credit). |
Often times this value is less than the total value of the reservation type's base rate multiplied by the number of credits in order to provide a discount to customers. The amount of money the credit will take off in the cart is determined by the location default rate for the reservation type associated with the subscription. |
Is Taxed | If you apply tax to this sale, select 'yes/on.' |
To charge tax for subscriptions, you must also go to Left-hand Navigation: Admin » Tax Settings select to charge tax on packages. See our article on Tax Settings for more information. |
Account Code | Optionally set the associated account code for the package |
To set up account codes, navigate to Left-hand Navigation: Admin » Account Codes. See our article Set Up Revenue Report Account Codes for more information on setting this up. |
Use Pricing Rules on other Reservation Types |
If enabled and the package is applied to a different type of reservation, it will pull the assigned reservation types' pricing rules. This requires the system-wide setting "Allow packages on any type" to be enabled. |
Example: When applying a daycare package credit to a multiple pet boarding reservation with daycare attached, the package credit will apply at a value equal to one day of daycare including any daycare multiple pet discounts. |
Hourly Credit |
Enable this setting if this package type is used for a reservation type set to Charge by Hour. |
Example: 3 credits would be applied for 3 hours of daycare. |
Email days before expiration |
If you want the "Package Expiration Email" to send a number of days before a customer's package's expiration date, enter the number of days here. |
If this field is left blank no reminder email will be sent. |
Email remaining count threshold |
If you want the "Package Expiration Email" to send when a customer gets down to a certain number of credits, enter that number here. |
If this field is left blank no reminder email will be sent. |
Can Purchase Through Customer Portal |
Can customers purchase this package from the customer portal? |
The online purchase of packages through the customer portal requires Gingr's integrated credit card processing. |
Status |
If enabled (Yes/On), it will be available for purchase. |
Subscription types can never be fully deleted. If you no longer use a subscription type it can be disabled instead. |
Related Resources
- Package Subscriptions Topic Outline
- Create a New Subscription Type How-To
- Create Packages for Additional Services How-To
- Sell Package Subscriptions How-To
- Cancel Package Subscriptions How-To
- Package Subscriptions Renewal Reference
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