How to Setup Client Subscription
Setup Client Subscription on Clients Page:
- Navigate to "Clients" page on the left-hand menu
- Hover over the client and click the "three-dot" menu to the left of the pencil
- Click "Subscribe Client"
- Fill in subscription details
- Click the " + " after adding a one or more Subscription Service and Fee Amount(s)
- You can optionally charge one or more one-time fees at the time of charging the first subscription fee. If you wish to include one-time fee(s), select the switch at the bottom.
- Click "Next"
- Fill in details for one-time fee (Optional)
- Click "Next"
- Review Subscription and One-Time Fee (Optional)
- Click "Done"
You will receive a confirmation that the subscription has been successfully created, you can now hit the "Ok, Got it" button
Setup Client Subscription on Subscriptions Page:
- Navigate to the "Subscriptions" page on the left-hand menu
- Click "Create Subscription" at the top right of the page
- Fill in subscription details
- Click the " + " after adding a Subscription Service and Fee Amount
- You can optionally charge one or more one-time fees at the time of charging the first subscription fee. If you wish to include a one-time fee(s), select the switch at the bottom.
- Click "Next"
- Fill in details for one-time fee (Optional)
- Click "Next"
- Review Subscription and One-Time Fee (Optional)
- Click "Done"
You will receive a confirmation that the subscription has been successfully created, you can now hit the "Ok, Got it" button