Totalling subscription payments & the ability to easily reduce the total price.

[Jacq0403]

I am currently using the subscription feature in my cosmetic injectables clinic, it is used like a membership where a set amount is paid every week & saved to be used against the total cost for the treatment.

At present we are calculating the amounts monthly, writing it in the notes part of the subscription then when they return for treatment i have go between calendar, customer & subscription page to see if the client has a subscription & to find the accumulative subscription amount, amend the payment total then work out how much is either left to pay or how much is still in the subscription bank. This should be a more streamlined procedure.

I find it very frustrating that 

1-  subscription amounts paid by each client are not totalled.

2- there is no way to easily deduct the subscription amount from the total bill.

3-  there is no obvious way to tell if the client has a membership from the calendar or customer info page.

My idea is that each time a subscription is taken out it is highlighted on the clients information or colour coded.

The subscription is totalled each time is it paid with a function to deduct this amount against services & the new amount recorded.

[Laurie_]

Hi @Jacq0403,

Thank you for reaching out and sharing your feedback!

It's great to hear that you've found a manual workaround to offer your customers the option to pay in advance for their services. To better understand your subscription model, could you provide more details? For instance, do all customers pay the same monthly amount, or are individual subscriptions tailored based on how much each customer wants to contribute?

Additionally, besides deducting the subscription amount from future services, do you offer any other services or products as part of the subscription? I'm interested to learn if the subscription serves any other purposes beyond payment for future services.

Looking forward to hearing from you!