Managing Subscriptions

Creating a Subscription

1. Go to Operations → Subscriptions
2. Click Create Subscription
3. Fill in:

Subscription Details

• Location — select the location
• Plan — choose a subscription plan
• Resource — choose the resource to assign
• Starting at — select the start date
• This plan will be billed until cancellation — choose:
  • Yes — the subscription runs until manually cancelled
  • No — you must select an Ending at date
• Force Saving — allows creating the subscription even if it conflicts with an existing one

Member Information

• Member — select the member

Financial Information

• Sub Total — base price
• Discount — optional
• Total — calculated automatically
• Payment Method — select payment method
• Status — set the initial status

4. Save

Resource Assignment

• Subscriptions created from the member portal are created without a resource
• In the admin panel, these will show Assign Resource

To assign:

1. Open the subscription
2. Click Assign Resource
3. Select the resource
4. Save

Adding Additional Resources

After creating a subscription, you can add additional resources to the same subscription.

Each added resource can have its own:

• Starting at
• Ending at

The cost will be:

• Added to the same invoice (if it is still Unpaid), or
• Included in the next invoice

Prorated calculation applies automatically based on the selected dates.

Viewing All Subscriptions

Go to Operations → Subscriptions to see all active subscriptions.

You can also view subscriptions from a member’s profile → Subscriptions tab.

How Billing Works

Invoices are generated automatically for active subscriptions.

• If a card is saved, payment is attempted automatically
• Otherwise, the invoice is marked Unpaid

Cancelling a Subscription

1. Open the subscription
2. Click Cancel subscription
3. Confirm

Access continues until the end of the billing period.

What Happens if Payment Fails

If a payment attempt fails:

• The system retries the charge once per day
• After 3 failed attempts, the subscription is automatically cancelled

Auto-Renewal

Subscriptions renew automatically unless cancelled.

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Common Questions

Can a member have more than one active subscription?
Yes — multiple subscriptions can exist at the same time.

Can I force create a subscription even if one exists?
Yes — use Force Saving, but this may create conflicts.

Can I assign a resource later?
Yes — use Assign Resource from the subscription.