Create a New Subscription Type (How-To)

Summary

This article shows you how to create a new recurring package subscription. A subscription is a package type with Use for Subscriptions turned on.

Steps

  1. Go to Left-hand Navigation: Admin » Packages & Subscriptions.
  2. Select +Add to create a new package.
  3. Fill out the short form. Use the field guide below.
  4. Select Save.

Animated recording of the new package form on the Packages and Subscriptions page.

Field Guide

Setting Description Helpful Hint
Location Select your location. A subscription can have only one location. If the system-wide toggle "Allow packages/subscriptions at any location" is on, customers can use the credits at any location.
Name The name of your subscription. It shows to customers on receipts and on the customer portal.
Description Optional. A description that can show on the customer portal when a customer buys this subscription there.
Reservation Type or Service Type The type of reservation or service this package applies to. A subscription can tie to only one reservation type or one service type. To redeem credits for more than one, turn on "Allow packages/subscriptions on any type" in the system-wide settings.
Quantity The number of credits the subscription has to redeem later. You can sell 0 credits. This creates a subscription that charges the set price for no credits. The package shows on the customer's expired package list at renewal.
Enable as Subscription Turn this on if the package should be available only as an auto-renewing package (subscription).
Frequency For subscription packages, how often it renews. See Package Subscriptions Renewal.
Days to Expiration Optional. The number of days the subscription can be used before it expires. If you leave it blank, the package expires when the subscription auto-renews.

The package expires at 11:59 pm on the last day of the subscription. You cannot unexpire a package.

You can edit expiration dates in the packages section of an owner's profile.

Important: If you leave this field blank, customers who cancel their subscriptions have no expiration date on their final credits.

Price The total price for each subscription, not per credit.

This is often less than the base rate times the number of credits, to give customers a discount.

The amount a credit takes off in the cart comes from the location default rate for the reservation type or service type tied to the subscription.

Each package credit is worth one unit of its assigned Reservation Type, or one unit of its assigned Service Type.

Is Taxed If you charge tax on this sale, select yes or on. To charge tax on subscriptions, also go to Left-hand Navigation: Admin » Tax Settings and choose to charge tax on packages. See Tax Settings.
Account Code Optional. The account code for the subscription. To set up account codes, go to Left-hand Navigation: Admin » Account Codes. See Set Up Revenue Report Account Codes.
Use Pricing Rules on other Reservation Types

If you turn this on and apply the package to a different type of reservation, Gingr uses the pricing rules of the assigned reservation type.

This needs the system-wide setting "Allow packages on any type" to be on.

It applies only to a subscription set up for a reservation type.

Example: You apply a daycare subscription credit to a multiple pet boarding reservation with daycare attached. The credit applies at a value equal to one day of daycare, including any daycare multiple pet discounts.
Hourly Credit Turn this on if this subscription type is for a reservation type set to Charge by Hour. Example: 3 credits apply for 3 hours of daycare.
Email days before expiration To send the "Package Expiration Email" a number of days before the subscription expires, enter the number of days. If you leave it blank, Gingr sends no reminder email.
Email remaining count threshold To send the "Package Expiration Email" when a customer gets down to a certain number of credits, enter that number. If you leave it blank, Gingr sends no reminder email.
Can Purchase Through Customer Portal Choose whether customers can buy this subscription from the customer portal. Buying subscriptions online needs Gingr's integrated credit card processing.
Status If you turn this on (Yes/On), the subscription is available to buy. You can never fully delete a subscription type. If you stop using one, disable it.

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