A Subscription is a payment model where a customer authorizes a merchant to store their payment information securely via Tokenization for automatic, scheduled charges.
Attention: Before you begin, ask your account representative to enable tokens.
Steps to Enable & Setup Subscriptions
- Enable Tokenization (Stored Payments) to automatically charge for subscriptions Learn how
- Enable the Subscription feature from General Settings Learn how
- Setup a Subscription category Learn how
- Add specific names to your subscriptions and set start and end dates to better manage timelines and customer expectations Learn how
- Assign Customer to Subscription category Learn how
- Once the subscription categories are created, you will need to assign customers to these categories. This ensures that customers receive the correct subscription benefits and services.
- This step involves setting up a subscription category that organizes different subscription plans.
- Managing various subscription types and for customers to choose.
- Creating various Subscription plans Learn how
- Explore how to create various subscription plans, such as Bronze, Silver, and Gold.
- This allows you to cater to different customer needs and preferences, enhancing your service offerings.
- Assign a Customer to a Subscription and checking them out in Mobile POS app Learn how
