Difference between revisions of "Subscriptions"

From Help | Taramala
Line 1: Line 1:
Subscriptions are a powerful way to keep the studio going.  Besides providing a regular sense of income, it also boosts class attendance and creates a thriving community.  Taramala supports a monthly subscription model for a single student. A subscription has the following properties:
+
Subscriptions are a powerful way to keep the studio going.  Besides providing a regular sense of income, it also boosts class attendance and creates a thriving community.   
 +
 
 +
Taramala supports a monthly subscription model allowing students to purchase or setup a subscription online. Once a subscription is setup, the student will be billed monthly via Square this can be either through an emailed invoice or via use of a credit card stored on file is autopay is enabled for the studio Taramala account.
 +
 
 +
=== Optional Autopay Feature for Subscriptions ===
 +
If autopay is supported for the studio's account, the student is required to enter credit card information and the student is billed at that time for the subscription and then again on a monthly basis.  If autopay is not supported, an invoice is sent to the student and the student pays the invoice separately.
 +
 
 +
=== What information is stored in a subscription? ===
 +
A subscription has the following properties:
 
* start date/purchase date,
 
* start date/purchase date,
 
* expiration date: the date when the subscription terminates.
 
* expiration date: the date when the subscription terminates.
Line 5: Line 13:
 
Taramala contains logic to ensure that there are no overlapping subscriptions for a student.
 
Taramala contains logic to ensure that there are no overlapping subscriptions for a student.
  
=== Manual and Square Subscriptions ===
+
=== Can a student register for classes if an invoice payment is late ===
Taramala is one of the few yoga studio management systems that offer a way for students to purchase a subscription online. The goal is to make is as easy a possible for subscriptions to be purchased.
+
If a student is late is paying for a subscription, she will still be able to sign up for classes though she will see the following reminder in the studio schedule widget.
 +
 
 +
[[File:subscription-invoice-late.PNG|600px|center]]
  
 
=== How do I find my subscriptions in Square? ===
 
=== How do I find my subscriptions in Square? ===
Line 27: Line 37:
 
When you enter a subscription, you have the option to setup Square on the subscription.   
 
When you enter a subscription, you have the option to setup Square on the subscription.   
  
[[File:package-type-square.PNG|400px|center]]
+
[[File:package-type-square.PNG|center]]
  
 
If you check the Square, a subscription for your student will be created in Square and an invoice emailed to the student.  If autopay is enabled, the next time the student navigates to the student schedule, the student will be prompted to enter credit card information which will be used to pay for the subscription on a monthly basis.
 
If you check the Square, a subscription for your student will be created in Square and an invoice emailed to the student.  If autopay is enabled, the next time the student navigates to the student schedule, the student will be prompted to enter credit card information which will be used to pay for the subscription on a monthly basis.

Revision as of 16:52, 26 April 2022

Subscriptions are a powerful way to keep the studio going. Besides providing a regular sense of income, it also boosts class attendance and creates a thriving community.

Taramala supports a monthly subscription model allowing students to purchase or setup a subscription online. Once a subscription is setup, the student will be billed monthly via Square this can be either through an emailed invoice or via use of a credit card stored on file is autopay is enabled for the studio Taramala account.

Optional Autopay Feature for Subscriptions

If autopay is supported for the studio's account, the student is required to enter credit card information and the student is billed at that time for the subscription and then again on a monthly basis. If autopay is not supported, an invoice is sent to the student and the student pays the invoice separately.

What information is stored in a subscription?

A subscription has the following properties:

  • start date/purchase date,
  • expiration date: the date when the subscription terminates.
  • cost

Taramala contains logic to ensure that there are no overlapping subscriptions for a student.

Can a student register for classes if an invoice payment is late

If a student is late is paying for a subscription, she will still be able to sign up for classes though she will see the following reminder in the studio schedule widget.

Subscription-invoice-late.PNG

How do I find my subscriptions in Square?

After logging in to Square, go to the look for the 'Subscriptions' module in the left side navigation pane. All subscriptions created by Taramala are visible there.

https://squareup.com/dashboard/subscriptions

How do I enter Square Subscriptions manually?

Subscriptions are often purchased online by students, but you can also add a Square subscription in the Taramala app as shown below.

Add a Square subscription

In this scenario, you can manually add a Square subscription just like you enter punchcards.

How do I enter Manual Subscriptions?

This may be useful for students that you are migrating over to Taramala and the student already has an active subscription. In this case, you would like Taramala to only keep track of classes and not handle monthly invoicing.

In this scenario, you can manually enter subscriptions just like you enter punchcards.

When you enter a subscription, you have the option to setup Square on the subscription.

Package-type-square.PNG

If you check the Square, a subscription for your student will be created in Square and an invoice emailed to the student. If autopay is enabled, the next time the student navigates to the student schedule, the student will be prompted to enter credit card information which will be used to pay for the subscription on a monthly basis.

If you are migrating subscriptions from another system, set the 'Bought On' date to be the date of the next invoice for the subscription as it is set in the system you are migrating from and then cancel the subscription in the old system.

Subscriber Benefits

With Taramala's custom pricing for classes and events, students can use their subscription to gain access to otherwise paid events. This is clearly shown in the student schedule as show below.

Subscription-benefits.PNG