Subscription Dashboard
Accepting a Subscription Order
When a user places an order for a Subscription, you will find this in the Orders screen.
Open the Store Manager and select Orders from the left hand side
The new subscription order will be displayed with an orange background
Either press Accept Order from this screen or select the order card if you need to provide additional information
Enter the additional information, if applicable, and press Accept Order
To finish, press Complete Order to let the user know their subscription is active
Orders can also be located in the Subscriptions Dashboard
Pausing & Resuming Subscriptions
Open the Store Manager and select Subscriptions from the left hand menu
Locate the Subscription you would like to pause by either selecting it from the Active tab or using the search bar
Next to the user’s subscription, click the 3 dots and select Pause Subscription. The status will update to orange and the subscription will be paused
To resume the Subscription, click the 3 dots again and select Resume Subscription. The status will update to green and the subscription will be resumed.
Managing Failed Payments
Open the Store Manager, then click Subscriptions on the left-hand side menu.
View the failed payments report in the Report tab.
The following workflow will happen when a payment fails:
Recurring charge fails
An email will be sent to the user advising of the failed charge. The user is able to retry the charge via the app
An email will be sent to the vendor advising them of the failed charge. The vendor will be able to retry the charge via the Store Manager
As a backup, the system will automatically attempt to charge the user every 48 hours, if no action is taken by the user or vendor
To retry the charge manually, click the 3 dots next to the users name in the Report tab. Click Retry Charge.
Cancelling Subscriptions
Open the Store Manager, then click Subscriptions on the left-hand side menu.
If you know which subscription the user is assigned to, select it. Otherwise, you can search for the subscription, or user, in the search field.
Once you have located the subscription click on it to view the report.
Locate the subscribed user on the utilisation report. If there are a lot of existing subscribers, use the search field at the top to narrow down your results.
Click on the 3 vertical circles to open the operations menu, then click Cancel Subscription to proceed.
A confirmation window will be displayed to confirm you want to cancel the subscription. If you proceed to cancel it, the end date will be updated on the report and the user will be notified of their cancelled subscription.