Add a subscriber to a plan

A subscription is one customer on one plan. Your team adds subscribers here; customers can also sign up themselves from your sign-up link.

Before you start

• You need at least one plan that is sold (see create a plan).
• You need the Create and change plans and subscriptions right.

Steps

1. Open Subscriptions.
2. Open New subscription under the list.
3. Type the customer's Phone. If the phone belongs to an existing customer, the subscription goes on that customer.
4. For a new customer, also type the Name. A new customer is created with that name and phone.
5. Pick the Plan.
6. Pick the Start day. Leave it empty to start today.
7. Choose How they pay: On the customer's account, or leave the first choice to follow your organisation's usual way of taking payments. Pay link and Saved card, charged by itself appear when your organisation takes online payments (early access, see pay links and saved cards).
8. Optional: type Trial days to give this customer a different trial from the plan's.
9. Optional: add Notes.
10. Select Create subscription. The subscription opens with its number, for example SUB-000123.

Find a subscription later

1. Open Subscriptions.
2. Filter by Status (for example Subscribers, Trial, Past due, Paused, Suspended, Cancelled or All), by Plan, or type in Search.
3. Select Show. Select a number to open the subscription.

Good to know

• States. A subscription is Trial, Active, Past due, Paused or Cancelled. Suspended marks a past-due subscription that was suspended by the reminder schedule until it is paid.
• The first bill. With a trial, the first bill is on the day the trial ends. Without one, the first cycle is billed from the start day. A subscription started in the past bills each missed cycle.
• Twice is once. Pressing Create subscription twice does not create two subscriptions.
• On the subscription page you see the price, monthly revenue, next bill, what is owed, the invoices, and the actions to pause, change plan or cancel. Under Details you can change how they pay, add family Members by name and phone, and add notes. Under Files you can attach pictures or PDFs, such as a signed form. History lists every change.
• Next: pause, change or cancel.