Subscription Services

Roles That Can Manage Subscription Services: Manager, Admin, Owner

2. Enter the name of your subscription Service,

3. Select the default billing cycle for this Service from the dropdown menu. You can choose between None, Weekly, Monthly, Quarterly, or Yearly,

4. Check or uncheck the "Show percentage discount" box to either include the discount or not; you'll be able to enter the value in the further section,

• Change the order of the packages by drag-and-dropping them with your cursor,
• Duplicate a package by selecting the duplicate icon that appears when hovering over the package's name,
• Delete a package by selecting the trash icon that appears when hovering over the package's name,
• Enter the name of the package in the "Name" field,
• Describe your package in the "Description" field. 

• Free trial: toggle the switch button to turn this option on. In the new field, enter the number of days of the free trial.
• Package highlight: toggle the switch button to turn this option on. In the new field, enter the text that will appear above the package in your Service Catalog, as well as check or uncheck the "Add an accent color" box to make the package stand out even more.
• Enable pausing subscription: toggle the switch button to make it possible to temporarily suspend a subscription. If enabled, you'll be able to check or uncheck the "Enable pausing for clients" box to allow clients to suspend their subscriptions on their own. To learn more about subscription pause, read this article.

• Max number of completed requests: decide how many requests will you complete per week, month, quarter, or a year,
• Max number of concurrent active requests: decide how many requests you will work on at the same time,
• Total (pending + active) concurrent requests: decide how big your request queue can be. 

That's how you package will appear in your Service Catalog:

• Currency: decide which currency should be default for this Service. You can find the complete list of supported currencies here,
• Tax support: disable or enable this option to include tax support for any percentage-based tax for this Service,
• Payment method: decide which payment methods should be available to your clients: Stripe or manual payments. You can adjust your payment method settings in Workspace → Finances → Payment methods.
• Issue invoice: decide whether you want to never issue an invoice for that Service, or issue it automatically after payment.

Read this article to learn more about Invoices.

You can use the stand-alone service URL to preview your Order Form.

• Service thumbnail: upload an image to be shown on the main page of the Service Catalog. Allowed formats are JPG and PNG, while maximum allowed size is 2560×2560px. Image musn't weight more than 1MB. You can delete it by selecting the "Remove" button.
• Service short description: write a short description to be shown on the main page of the Service Catalog. The limit is 140 characters.

• Service image: upload an image to be shown next to the Order Form, where your clients will submit their order or request. Allowed formats are JPG and PNG, while maximum allowed size is 2560×2560px. Image musn't weight more than 1MB.
• Service description: describe the Service in 1500 characters or less. You can list what exactly your Service covers, your terms and conditions, how long your clients will wait for a reply, or anything else you wish. You can format the text using bold and italics formats, include a link, create a bullet and ordered lists, and add a blockquote.

2. Manage the order of the form fields by drag-and-dropping them, 

3. Create new fields by selecting the "Add new form field" below the Order Form,

4. Edit the existing form field by selecting the pen icon,

5. Delete the existing form field by selecting the trash icon,

6. Mark the form field as required.

• Title: you can ask your client to name their request,
• Heading: you can include a heading to better divide the sections of the Order Form, if there are many,
• Paragraph: you can include a longer piece of text to add more information about the Order Form itself or about the Service,
• Short message: you can use it for simple open-ended questions for your clients,
• Long message: you can use it for open-ended questions that require longer answers from your clients,
• Divider: you can use it to better divide the Order Form into sections or group the fields better,
• URL/Link: you can ask your clients to paste a link to external sites or resources,
• Single select: you can ask your clients to choose one option out of several,
• Multi select: you can ask your clients to choose many options out of several,
• File upload: you can ask your clients to upload any necessary files. 

First, choose the workflow for requests in this subscription service from the drop-down menu. To learn more about workflows, including how to create and manage them, read this article.

• Request image: upload an image to be shown in a pop-up window that appears after a client selects the "Submit request" button in their dashboard. Allowed formats are JPG and PNG, while maximum allowed size is 2560×2560px. Image musn't weight more than 1MB.
• Request description: describe the request in 1500 characters or less. You can list what exactly your request may include, how long your clients will wait for a reply, or anything else you wish. You can format the text using bold and italics formats, include a link, create a bullet and ordered lists, and add a blockquote.