PocketSuite's Subscriptions feature helps you generate recurring income automatically, without invoicing and chasing clients every cycle. This Spotlight video shows you how to build a plan and send it to a client in about a minute and a half.
Watch the video
Video link: https://vimeo.com/1225343504
What you'll learn
- Turn on Subscriptions in Settings > Features, then build a plan from Settings > Subscriptions.
- Choose the services, sessions, price, setup fee, and auto-charge frequency for your plan.
- Send the plan to an existing client from the Subscriptions dashboard.
- See what your client sees when they book: services tagged as a prepaid package.
- Check a subscription's status under Packages before you recharge a declined payment.
Quick reference: Turn It On: Check This First
Make these five decisions before you launch your first subscription plan:
- Which services are included? Choose all services or just some. Set this under Services before anything else.
- Sessions or membership? Add a session count for a fixed-quantity plan, or leave it blank to run it as a membership.
- Setup fee? Decide upfront whether you're charging a one-time setup fee in addition to the recurring price.
- How often does it renew? Auto-charge Frequency sets the interval. It's not tied to the calendar month.
- Continuous or capped? Number of Payments controls whether the plan renews forever or stops after a set count.
Note: If a charge is declined, don't re-send it right away. Open the client's subscription under Packages and check its status first.