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Getting Started with Customer Subscriptions in CleanCloud
Getting Started with Customer Subscriptions in CleanCloud

Set up customer subscriptions in CleanCloud to offer recurring payment plans, automate billing, and boost customer loyalty.

Rafael avatar
Written by Rafael
Updated over a week ago

What Are Subscriptions?

Customer subscriptions allow businesses to offer recurring payment plans through the CleanCloud app or booking tool. This provides steady cash flow while encouraging customer loyalty.

With a subscription, customers pay a fixed amount per billing cycle in exchange for benefits such as discounted laundry or dry cleaning services.

Example: A subscription might cost $50 per week, covering 5 shirts cleaned plus 5% off any other item.

πŸͺ„ Tip: Before setting up a subscription, create and assign a dedicated price list. Learn more here.


How to Set Up a Subscription

  1. Go to Settings β†’ Admin β†’ Payments & Finances β†’ Subscriptions.

  2. Click Add Subscription and complete the required fields:

    • Plan Name – Enter the name of the subscription.

    • Description – Clearly describe what’s included.

    • Billing Cycle – Choose how often customers are billed (weekly, monthly, etc.).

    • Plan Price Description – Display the price and billing cycle (e.g., $20/month).

    • Plan Price – Set the cost of the subscription.

    • Assign a Price List – Assign a price list to ensure correct pricing.

    • Action After Join – Select an automatic action when a customer subscribes:

      • Create Repeat Pickup

      • Create New Order

    • Message After Join – Define a message displayed when a customer subscribes.

    • Free Delivery Option – Enable free delivery for subscribers.

    • Tax Exemption – Adjust tax preferences based on your business needs.

    • Subscription Product Limits – Set product limits and define extra charges for overages.

  3. Click Add Subscription to finalize the setup.


Ignoring Minimum Order Amount for Subscribers

When creating a subscription, you can bypass the minimum order amount for pickup and delivery orders. This ensures that non-subscriber customers still meet the minimum order value, while subscriber customers are exempt.


Setting Product Limits with a Price List

If a subscription includes product limits, you can charge a discounted rate for usage beyond the limit.

Example:

  • A customer subscribes to 40 lbs of Wash, Dry, and Fold per month.

  • If they exceed this limit, additional pounds are charged at a custom rate.

  • A price list should be created where included products are priced at $0.

  • In the subscription settings, specify the per-pound charge for overages.

  • This ensures automatic and accurate billing without requiring staff intervention.


Subscription Payment Processing

Subscriptions can be processed manually or automatically, depending on your payment setup:

1. Stores Without Integrated Payments

  • Subscription amounts appear in the Unpaid Invoices section.

  • Staff must collect payment manually (e.g., cash) and mark invoices as paid.

2. Stores With Integrated Payments

  • Subscriptions are automatically charged through Clearent, Stripe, or CleanCloud Pay.

  • Paid invoices are generated if the charge is successful.

  • If the charge fails, the invoice remains unpaid.


Automatic Payment Attempts

If a payment fails, CleanCloud attempts to charge the saved card four times over 16 days:

Attempt

Day

First attempt

Day 1

Second attempt

Day 4 (3 days later)

Third attempt

Day 9 (5 days later)

Fourth attempt

Day 16 (7 days later)


Need More Help?

πŸ“Ί Watch our instructional video for a step-by-step guide on setting up and managing subscriptions.


πŸ›Ÿ Need more help?

Explore our Help Center articles for answers. Contact us for further assistance.

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