After the subscriptions are created and live, customers will be able to choose between the different subscription options when signing up for your Pickup and Delivery App. The subscriptions can also be added to their profile through the Point of Sale (POS) system.
Note:
Subscriptions can now be created and added to customers in stores without integrated payments. The value of the subscription will be shown on the unpaid invoices page, staff will have to collect the subscription in cash and mark the invoice as paid.
If your store has a payment integration, they will be automatically charged via the payment processor you are set up with (Clearent/Stripe/CleanCloud Pay) and an invoice will be created.
Additionally, you can watch a helpful video at the end of this article, which provides step-by-step instructions for setting up and managing your Subscription.
Via the App
Once the customer logs into the App, they can select a subscription by going to their Profile > Subscription. After selecting, the subscription will be applied to their account automatically.
💡 Tip: We highly recommend setting up a Promo Carousel for your subscription plans. Doing so would make it easier for customers to find the available subscription packages without having to manually search through the settings page - since the carousel shows all available plans right on the main page. By using this shortcut, customers can view available packages, which may lead to additional sales and increased visibility.
Via the POS
You can add a subscription to the customer's account through the POS. To do so, go to the customer's Profile (CRM page) and find the "Subscription" tab. After choosing the subscription plan, press "Submit" to complete and save the process.
We hope this article has helped you learn more about how to add customers to subscription plans on your Pickup and Delivery App. If you have any further questions, please feel free to reach out to us. We would be more than happy to help.
Need more help?
If you'd like to learn more about setting up and managing a Customer Subscription, please take the time to watch our instructional video below. We want to make sure the process is as easy as possible for you.
Next Steps
Below, you will find links to additional help articles related to Customer Subscriptions:
💡 Important
The ability to set up a Subscription is only by integrating with one of the payment providers Clearent, Stripe, or CleanCloud Pay. To find out more information about Customer Subscriptions, please take a look at the collection that we've created to help you here.