Sell a subscription
Sell a subscription to a client at the till. Services on the same sale that it covers are paid with a session straight away.
You sell a subscription at the till, on its own or together with an appointment. A subscription always belongs to one client, so there must be a client on the sale. First create the subscription under Catalog › Subscriptions.
Sell a subscription
- Go to Checkout in the menu and click Add, or check out an appointment.
- Add the client with Add a customer.
- Under Add item, open the Subscriptions tab. For each subscription you see the price, the number of sessions, the validity and the services.
- Click the subscription. It goes into the cart.
- Click Proceed to payment, choose the payment method and complete the sale.
What happens
- The subscription starts the moment the sale is completed. After that it appears for the client under Items › Subscriptions.
- If the same sale has a service the subscription covers, that service is paid with a session straight away. In the cart, the subscription's name then appears next to the service, with the normal price struck through.
- If the client still has appointments planned for services the subscription covers, Saloon adds the subscription there too. When those appointments are checked out, a session is used.
- The price and VAT come from the subscription in the catalog.
You need the permission Can checkout purchases for this. You set it under Settings › Team members › Permission roles.
Frequently asked questions
Can a client buy a subscription online?
Not yet; that is planned.
Can a client pay in instalments?
Not yet. Recurring payments are planned. For now the client pays for the subscription in one go.
What happens if I refund the sale?
If you refund the subscription, the switch to cancel it is on in the refund window; switch it off and the subscription keeps running. If this sale used sessions, the Give session back switch returns them by default. Sessions from earlier sales stay as they were. Refunding takes the permission Can void a sale.
The Subscriptions tab is empty.
Then there are no subscriptions yet (you see No subscriptions yet). Create one under Catalog › Subscriptions.