Introduction

The subscriptions feature, introduced in 1.20.x.x provides a membership type service. It allows membership plans to be created, which clients can subsequently subscribe to.

This guide details what plans are, how they can be created and how you publish them to your website.

Process overview

To create a subscription plan that a customer can subscribe to the following steps are necessary:

Define a subscription plan - allows you to create the plan and associate properties
Publish subscription plan - this is typically added to your website, but may also be published in an email, facebook page, twitter, instragram or similar.

Defining /setting up a subscription plan

Step 1: Log in to go.reservie.net and navigate to subscriptions -> Plan

Step 2: Click ‘Add Plan’

Upon clicking the ‘Add plan’ button in the top right-hand corner the editor form will be displayed. This can only be used for the creation of a subscription.

Complete the form with the following information:

Name of plan - this is the name of the plan. Displayed to customer, this should explain to the customer what they are purchasing. For example: ‘Unlimited month yoga subscription’
Associated to - this is the entity that the subscription is associated to. In version 1.20.x.x, the only entity that the ‘associated to’ field can be assigned to is ‘pass’. This means that when a customer subscribes to a plan by completing a mandate, they will be assigned a pass.
Associated pass - if the ‘associated to’ the system will require that you assign a pass. This pass type will be used when the subscription automatically renews.
Initial Price - this is the amount charged upon sign-up.
Standard Price - this is the price that the customer will pay. The price must be greater than or equal to 1.
Cancellation terms - allows you to define the minimum number of days that the customer must have the subscription active before they may cancel it. If you do not wish to apply a limit, this can be set to 0.

Step 3: Click continue

Once the form has been completed, click continue. This will initiate checks of the information that you have added, and if successful close the window.

Publishing the subscription plan

Publishing of the plan is automatic if you are using v4 schedule. However, if you are using the book now buttons or an earlier version of the schedule, it is necessary to publish the plan via the following steps:

Step 1: Find the subscription plan

Step 2: Click the ‘code’ button for the event

Upon clicking the respective ‘code’ button, a pop-up will be displayed.

From the pop-up, select either the ‘subscription subscribe’ link widget or one of the button widget. The widget box will update. Note:

If you are using the ‘Subscription subscribe link’ - this is an address that can be used for standard links or menu items for most websites.
If you are using button widgets, this is HTML and should be pasted as HTML (sometimes called code or scripts depending upon the website platform) to your website.

Managing subscription plans

Once you have created a subscription plan, you will have access to a limited set of management functions. These include:

Detail - the detail opens an information panel, which allows you to view detail regarding the plan. This includes minimum contract terms, associated mandates.
Pause / Resume plan - a plan can be paused at anytime. By pausing a plan, the plan remains active for an clients that had previously joined. However, future clients will not be able to join the associated plan.
Cancel - this cancels the plan. Once cancelled, any existing mandates will be cancelled and the system will disallow future sign-ups of the system.

Important:

Once a subscription plan has been created, it cannot be subsequently modified. A subscription plan forms a contract that you client signs with you. As such, once the contract (subscription plan) has been defined it is fixed. This ensures that any mandates mirror the terms of the original plan.
Upon cancelling a subscription plan - any associated invoices that are in the process of being paid will complete and the associated cards charged.

Detail

The detail panel can be used to gain insights into the specifics of how the plan was defined and will provide details of associated mandates that have been signed by customers. To access the ‘detail’ panel:

Step 1: Find the subscription plan and click the associated ‘detail’ button.

Step 2: View the detail panel.

Upon clicking the ‘detail’ button, the detail panel will open.

The detail panel consists for the following:

Subscription overview - provides an overview of the plan
Association - associated entity. In version 1.20.x.x, this will always be a pass
Mandates - a list of mandates that have been signed by customers.

Pause / Resume plan

To pause or resume a plan, please click the ‘Pause’ ( and resume) button.

Upon clicking the pause or resume button, the system will prompt you confirm that you would like to complete the ‘pause’ or ‘resume action.

Once a plan has entered the pause state, you will note a grey ‘play’ icon associated to the pause button. Upon click this button, you can change the state back to active / resume.

Cancelling a plan

If you want to de-activate a plan for future and existing customers, you can do so by clicking ‘cancel’.

Important: if you cancel a plan, it will be de-activated for all. Any existing mandates will stop with immediate effect and any affected clients notified that their mandate cancelled.

Upon clicking cancel, you will be initially prompted to confirm that you wish to continue.

Editing a plan

Once a plan has been published we recommend that you do not edit it. This is because the plan forms the foundation of a contract which your clients sign. If you change a plan, then any existing mandates associated to the plan will not be updated.

However, occasionally, you may with to change some basic properties of a plan. As such will provide a basic edit function:

The system will then allow you:

Edit initial charge - this is the charge when a customer initially signs a mandate
Edit ongoing charges - this is the charge that the client is charged after the initial signup period.

Important: editing the plan will not update any mandates. If you have mandates and would like to change these, you must do so by editing the individual mandates.

Setting up and management of subscription plans