How to Setup Client Subscription

How to Setup Client Subscription

Setup Client Subscription on Clients Page:

  1. Navigate to "Clients" page on the left-hand menu

  1. Hover over the client and click the "three-dot" menu to the left of the pencil

  1. Click "Subscribe Client"

  1. Fill in subscription details
    1. Click the " + " after adding a one or more Subscription Service and Fee Amount(s)
    2. 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.

  1. Click "Next"
    1. Fill in details for one-time fee (Optional)
    2. Click "Next"

  1. Review Subscription and One-Time Fee (Optional)

  1. 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:

  1. Navigate to the "Subscriptions" page on the left-hand menu

  1. Click "Create Subscription" at the top right of the page

  1. Fill in subscription details
    1. Click the " + " after adding a Subscription Service and Fee Amount
    2. 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.

  1. Click "Next"
    1. Fill in details for one-time fee (Optional)
    2. Click "Next"

  1. Review Subscription and One-Time Fee (Optional)

  1. Click "Done"
You will receive a confirmation that the subscription has been successfully created, you can now hit the "Ok, Got it" button