Subscriptions allow you to create recurring charges on your platform. From reserved parking to gym memberships, use Subscriptions any time you need to charge Members at a set frequency.
- Viewing Subscriptions
- Creating Subscriptions
- Canceling Subscriptions
- Members purchasing Subscriptions
Viewing Subscriptions
Subscriptions have their own section under Billings & Payments. Here you have visibility into all of your Channel's Subscriptions.
To view an individual Subscription, select Actions and View subscription. This view displays all of the details surrounding the subscription and allows you to cancel the subscription in the upper corner.
Creating Subscriptions
Select Create subscription in the upper corner to start the process. Select the Customer by typing their name and selecting from the drop-down. Enter a Subscription name and optional description.
Subscriptions can be set on a Weekly, Monthly, or Yearly basis. The Start date impacts subsequent dates for the Subscription. Set when the Subscription ends, never (must be canceled), after a certain date, or a specified amount of occurrences.
When it comes to payment, there is flexibility in determining when Payment is due— either a specified time after the invoice is issued or immediately. Members can also set up auto-pay for recurring subscriptions, and will only need to enter their payment information once. You even have the option to allow customers to self-cancel their subscription.
The last step in creating a Subscription is to add products and services. Here you determine if the Subscription is for an existing item or if a custom item needs to be created. Custom Item allows you to create a one-off product or service that isn't already in the catalog.
Adding Subscriptions to Content
To add a subscription to a Post or Page, enable the Payments interactive feature. Toggle This is a subscription, and set the frequency. You can also choose whether or not the user can self-cancel. Lastly, you can set the subscription to end never, after a set date, or after a set number of occurrences.
Canceling Subscriptions
As an admin, you have the ability to cancel Subscriptions. Simply select the Actions dropdown next to the subscription and select Cancel subscription. A pop-up appears asking you to confirm the cancelation and lists the next charge date.
Members purchasing Subscriptions
When utilizing the Payment Interactive Feature, your members can purchase Subscriptions in content.
Member view of subscriptions
When a member goes to subscribe to a product or service, they will first need to enter their payment information and set up autopay.
Clicking Set up Autopay will take them to a screen where they can enter their payment information, and choose a card to link to autopay.
After entering their payment information, the Member will return to the checkout screen to complete the purchase.
After purchasing, the Member will see a confirmation message.
Members can view and manage their subscriptions by navigating to their profile, then Billing & Payments, then Subscriptions. From here they can view or cancel their subscriptions.
To make changes, or view the card on file for a subscription, navigate back to Invoices, and then Manage automatic payments.
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