Subscriptions

Subscription Functionality in the Billing App

Subscription Functionality in the Billing App The Subscription Functionality within the billing app empowers users to efficiently manage memberships or subscriptions for their patients or customers. This comprehensive feature set allows for the creation, customization, and tracking of subscription plans, ensuring a seamless experience for both the office and the account holders. Below, we’ll guide you through the key components of this functionality, leveraging details from the provided screenshots to illustrate the process. What is the Subscription Functionality? The Subscription Functionality is designed to help users build, customize, and manage all subscription-related activities in one centralized location. It supports the creation of subscription plans, the assignment of these plans to customers, and the tracking of key metrics such as renewals, revenue, and engagement. This feature is particularly useful for offices looking to offer recurring services or memberships, as it streamlines the entire subscription lifecycle—from plan creation to customer management. Creating Subscription Plans To create a subscription plan, follow these steps: 1. Access the Plan Creation Interface: - Navigate to the "Subscriptions" section in the app’s sidebar, identifiable by a recurring icon (Screenshot 5). Select "Create Plan Template" to access the plan creation screen (Screenshot 3). 2. Enter Plan Details: - Fill in the Plan Name field with a descriptive name for the subscription plan (e.g., "Basic Membership," "Premium Plan"). - Set the Plan Status using the dropdown menu, with "Active" as the default option (Screenshot 3). - Choose the Billing Frequency from options like "Monthly," "Quarterly," or "Annually" (Screenshot 3 shows "Monthly"). - Input the Price of the plan, displayed per the selected billing frequency (e.g., $0 per month in Screenshot 3). - Add Plan Benefits by entering specific features (e.g., "Unlimited consultations") using the "+ Add Benefit" button (Screenshot 3). - Optionally, provide a Plan Description to elaborate on the plan’s value (Screenshot 3). 3. Finalize the Plan: - Click Create Plan Template to save the plan (Screenshot 3). For assistance, use the "Chat with us!" button available on the screen. Creating Subscriptions for Customers Once a plan is created, you can assign it to customers by creating a subscription: 1. Access the Subscription Creation Interface: - From the "Subscriptions" section, click "Create Subscription" to open the subscription creation screen (Screenshot 4). 2. Enter Subscription Details: - Select the customer’s account using the Account Name dropdown or search field (Screenshot 4). - Input the customer’s Email Address for notifications (Screenshot 4). - Set the Bill Start Date using the date picker (e.g., March 14, 2025, in Screenshot 4). - Choose the Plan Template from the dropdown menu (Screenshot 4). - Specify the Frequency of billing (e.g., monthly, yearly). - Enter the Total Due on the bill start date (e.g., $0 in Screenshot 4). 3. Review the Subscription Plan Summary: - The right panel displays a summary, including the account name, plan name, billing start date (e.g., 03/14/2025), and payment breakdown (e.g., "Bill on Mar 14th for 1 year ($0)") (Screenshot 4). - Enable the Send Request via Email toggle to notify the customer via email about the subscription and request a payment method (Screenshot 4). 4. Create the Subscription: - Click Create Plan to finalize the subscription, enabling the app to track and manage billing cycles. Viewing and Managing All Subscriptions The app provides a centralized dashboard to view and manage all active subscriptions: 1. Access the Subscriptions Dashboard: - Navigate to the "Subscriptions" section to view the main dashboard (Screenshot 5). 2. Monitor Key Metrics: - The dashboard displays essential metrics in rectangular panels: - Subscribers: Total number of active subscribers (0 in Screenshot 5). - Gross Volume: Total revenue from subscriptions ($0 in Screenshot 5). - Churn Rate: Percentage of cancellations (0% in Screenshot 5). - Recurring Revenue: Predictable revenue from subscriptions ($0 in Screenshot 5). 3. Filter and Customize Data: - Use the Filter by Status dropdown to sort subscriptions (e.g., active, expired) (Screenshot 5). - Adjust the date range (e.g., "Jan 1, 2025 to Mar 31, 2025" in Screenshot 5) to analyze specific periods. 4. Manage Subscriptions: - If no data is available, a "No Subscription Data" message appears, prompting users to contact their account manager (Screenshot 5). - Use the "Subscription Settings" button to adjust existing subscription parameters (Screenshot 5). Tracking Subscription Plans The app’s subscription tracking features ensure you stay informed about plan performance: - Renewal Tracking: Monitor upcoming renewals via the dashboard metrics and billing start dates (Screenshots 4 and 5). - Engagement Insights: Assess customer satisfaction using churn rate and recurring revenue (Screenshot 5). - Plan Status Monitoring: Track active or mailed statuses (e.g., Screenshot 0 shows a "Mailed" field with March 14, 2025, and a checked status). While Screenshot 0 doesn’t fully depict subscription management, its "Mailed" and "Status" fields suggest tracking capabilities for subscription-related communications, such as renewal notices. Additional Features and Integrations - Paper Statements Support: Screenshots 1 and 2 show statement generation interfaces, which could integrate with subscriptions by mailing billing statements (e.g., "Generated" status in Screenshot 1, customizable statements in Screenshot 2). - Support Options: A "Chat with us!" button appears across multiple screens (Screenshots 2, 3, 5), ensuring real-time assistance for subscription management. Troubleshooting Common Issues Here are solutions to common challenges: - No Subscription Data Displayed: Ensure subscriptions are created and assigned. Contact your account manager if the issue persists (Screenshot 5). - Incorrect Billing Information: Verify bill start date and total due fields during subscription creation (Screenshot 4). - Customer Notification Failures: Confirm the email address and enable the "Send Request via Email" toggle (Screenshot 4). Conclusion The Subscription Functionality in the billing app offers a robust solution for managing memberships and subscriptions. With tools to create customizable plans (Screenshot 3), assign subscriptions to customers (Screenshot 4), and track performance metrics (Screenshot 5), this feature streamlines recurring service management. The clean, user-friendly interface—featuring modern icons, intuitive navigation, and integrated support—makes it easy to boost engagement and optimize workflows. Whether you’re setting up new plans or monitoring existing ones, this functionality provides everything needed for effective subscription management.