A SalesVu Technical Support YouTube tutorial (Oct 2018) demonstrating how to set up monthly subscription billing for classes/workshops. The speaker shows creating a product (set as a service), specifying duration (example: 1 hour), selecting session package type (unlimited with auto-renew), setting expiration (30 days for a monthly plan), assigning employee and resource (room), and completing customer purchase with card-on-file both in POS and via website checkout.
Hi. Today we're going to show you how to set up subscription billings for classes and workshops. First, we're going to add the product by touching on the plus icon. We're going to fill out all the information here, such as the name, category, price and so forth. Make sure to set the product type as service. Set the duration. In this case, we'll do one hour and most importantly, the session package type will be unlimited with auto renew. As this is a monthly subscription, we'll make sure the Expiration date is 30 days. We'll assign the employee and then the resource, which in this case a room. In order for the customer to subscribe, they must first purchase the product that you created. So in this case we add yoga. You'll see a message here about the auto renew and then you'll have to put their credit card on file. Once the cart has been approved, you'll see a message here that the package has been purchased. Booking classes or workshops can also be done online through your website. Here you can see that we have the yoga product. Click on Add to cart in the checkout. You just put in your information and then you'll type in your credit card information. Once approved, the customer will now be on the monthly subscription plan. Thanks for watching. Please let us know if you have any questions.
eCommerce, point-of-sale (POS), ERP and Data Analytics platform for retail and restaurant businesses
