*Currently in Beta testing - not available to everyone*
Overview
Accessible via the Services menu, you can now build subscription packages with multiple tiers in Practice. Read through the rest of this article for guidance on creating subscriptions, viewing them on your client record, and checking invoices.
Please note: Moving forward, every new subscription created will be this new model. If you have an *old* subscription package, it won't go away. You just can't create any more. Older subscription packages will have this icon:
Creating a subscription
Go to Templates > Subscriptions > (+) to create a new subscription
As you're building your package, a few things are important to note:
- The tax type/currency have to apply for *all* tiers that you create
- You have to choose sessions or time, and that will also apply to every tier in the subscription.
Building Tiers
- You can create as many tiers as you want. It's important to note how it looks for the client!
Tier Title: The name of the specific tier
Icon: Upload an icon to show on the client side
Description: Place for any descriptions that may be helpful
Itemizations: What is included in the tier?
When creating price settings, you can choose multiple prices and payment options.
Add whatever schedulers are included with this specific tier. You can also enable On Track - which is on the tier level in these subscriptions.
You can even mark a tier as *popular*
Finishing up your subscription package
Continue with setting outcome tracking rules, accounts payable and any smart actions you want associated with your package.
Click View as Client to see how it looks!
Viewing subscriptions on the client record and portal
Subscriptions will show in a package card and in a new subscription section the client record
Clicking into the subscription on the client record shows the subscription details:
*Please note that you will always see a $0 invoice marked as paid on the next month as well as the correct amount. This is a Stripe setting and is not shown to the client*
You can click on each of the invoices individually to view the invoice details