Assigning, Renewing and Payment Links

Assign a subscription

1. In Subscriptions tap the + button. On a phone and on a computer the form opens as a popup.
2. Type a name in the user box. It searches customers and also the names of their family members, and you pick the match from the list.
3. Choose the subscription type, the class and the start date, then save.

Create a subscription type

Use the + button on the Types tab. The form opens as a popup too.

Renew

A subscription that ended or has no tickets left has a Renew button. Choose the plan, then the current price, the same price as last time or another amount, and the start date. The new subscription keeps the same student and class.

Payment links

• A subscription that is not paid yet has a blue link button. It copies a short payment link for the customer. The same link is used again if you tap again.
• When the customer pays, the subscription is marked paid and the income is recorded.
• After Renew with Pending, the window shows the link with Copy and Send invoice buttons.

Monthly and yearly plans

• In Create Payment Request, choose the type Subscription and pick a plan for each item. The plan sets the price and the period, and a note shows what will happen.
• When every item has the same period the customer can choose automatic card payment: monthly plans are charged every month and yearly plans every year. Each charge starts the next period, records the income and emails the invoice and receipt.
• Reminders are sent once per period: monthly 3 days before the end, yearly 30 days and 7 days before, and one more after the end if it was not renewed. Customers who pay automatically get a notice about the coming charge, everyone else gets a payment link.