Subscription Booking | Schedule subscription, subscription emails, subscription payments

Subscription booking has been developed for organisations that have a weekly training sessions and you want to charge per timeslot and not a large upfront fee.

Subscription is a add on feature. Please consult your crm lead to learn more on how it could benefit your business

Subscription schedules/bookings can be applied to selected schedules only and does not need to be applied to all schedules

Below documents the subscription model from setup, to website displays and automated emails.

Creating a schedule as a subscription schedule i.e. charge per week, per timeslot

1. Login as Admin

2. Open courses > schedules

3. Add schedule - general setup

4. To configure the schedule to be subscription, follow the below steps to setup correctly

   1. Timeslots tab > bulk generate your multiple timeslots

   2. Booking Tab > select booking type = Subscription

   3. Fees tab >

      1. Fee input - enter price per week + Timeslot (changing from the default Schedule)

      2. Payment type - select Pay As You Go and Timeslot

If you can’t see these inputs, the subscription model has not been configured on your link yet

Creating booking for Subscription Schedules

The easiest way to setup subscription booking is asking the Payer to complete the booking via the checkout and not by the admin. This is due to saving the credit card details on the checkout.

When someone books the course via the website, they will be asked to save their card details for future automatic payments.

This means, the card is saved to the bookers portal for all future payments, for that booking.

No payment is taken when the booking is made. First payment is made before the first timslot - see suggested payment schedule below

Example - Parent A books Child 1 onto weekly English course their visa. Parent B books child 1 onto onto weekly Maths course using their Mastercard.

The same child 1 is attending x2 different courses

Each week, payments for English will be taken from Parent A visa and payments for Maths will be taken from Parent B Mastercard.

When the Booker is also attending the training i.e. student

When the booker is also the person attending the training, the card they saved on file is the card that will be charged weekly.

Admin need to create the booking, how to setup automatic payments

If this is the case, and the student can’t complete the booking themselves via the website and they want to be setup with automatic payments, the student will need to save the card via their portal

The process is

1. Admin creates the booking

2. Student, attending the training must login to their portal

3. Go to profile > Save card

4. Add their credit card information

Parents or lead bookers are unable to save the card information to their own portal since they are not linked to the booking.

Admin need to create the booking, and the booker does not want to pay weekly via automatic payments

This worflow can be handled also and is much more manual i.e. admin must receive the payment manually each week and update the students accounts. See steps below

1. Admin can create booking for the student

2. Each week a new outstanding transaction will be created (this is the process for all subscription bookings)

3. A payment run will attempt to take payment via the saved credit card

   1. As there is no card saved, no payment will be taken

4. An outstanding transaction will remain on the account

5. Admin must manually chase this outstanding payment

6. Once received (via card machine, cash..etc) admin must update the transaction

   1. Open the contacts file

   2. Select accounts

   3. Select the transaction

   4. Select Actions

   5. Select make a payment

   6. Enter the amount received

   7. Save

Outcome: the payment will be made for the outstanding transaction for that weekly grind.

Subscription and Payment process for Subscription Bookings.

See process below on a suggested subscription model

Attempts to retrieve payment has been configured to attempt x2 times before the timeslot starts. If it does not retrieve the payment on the second attempt, the payment will remain outstanding

How to update an Expired Card

This might be a common failed payment reason from Stripe. To update the card you will need to ask the payer or student to delete the expired card and update with their new card information.

Advising your customers to update their card details.

1. Ask the contact to login to their portal

2. Ask them to navigate to the left menu > profile

3. Select Saved Card menu

4. Select Delete Card

5. Select Add Card Menu

6. Add new card details

Outcome: the new card has been added and all future automatic payments will use the updated card.