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Subscriptions

In this tutorial, you will learn how to install and configure the Subscriptions plugin, create and manage subscriptions, set pricing, define capacity, and configure additional settings such as contracts and expiration rules.

How to add the Subscriptions plugin​

  1. Go to your Bookla Platform account
  2. Go to the "Plugins" section
  3. Select "Subscriptions" and click "Add"

How to create a subscription​

  1. Go to the "Subscriptions" section in the sidebar
  2. Click the "New subscription" button
  3. Enter the subscription information
    • Name: Subscription title
    • Duration: How long the subscription will be active
    • Services: Select the services this subscription applies to
    • Resources: Select the resources this subscription applies to
    • Limits: Set limitations for the subscription, such as:
      • Days: The days the subscription will be active
      • Hours: The working hours for the subscription
      • Visits: The number of visits included in the subscription
      • Max duration: The maximum duration for flexible services that clients can book
    • Recurring bookings: Automatically creates bookings for the entire subscription period when purchased
    • Renew period: How long clients can renew their subscription after it expires
    • Active from and Active until: The time frame when the subscription can be purchased and used
    • Rollover settings: Enable if you want unused visits to carry over to the next billing period Learn more about rollover settings
    • Recurring settings: Enable to create a recurring subscription and fill in the fields Learn more about recurring settings:
      • Interval: How often the subscription renews (Day, Week, Month, Year)
      • Count: Interval multiplier (for example, 2 months)
      • Stripe Product ID: Product ID from Stripe (starts with prod_)
      • Stripe Price ID: Price ID from Stripe (starts with price_)
  4. Click "Create"

How to add a design for a subscription​

You can add a custom design that will be sent to the client as a PDF with the confirmation email.

  1. Find the subscription you want to edit
  2. Click the "Add design" button
  3. Upload a PDF file
  4. Add Bookla elements such as the expiration date and code
  5. Customize the design if needed
  6. Click "Save template" when finished

How to add a contract​

  1. Go to the "Contracts" section
  2. To create a contract, first find or create a client in the "Clients" section and copy the client ID
  3. Return to "Contracts" and click "Add Contract"
  4. Fill in the details:
    • Subscription: Select the subscription
    • Subscription ID: Paste the client ID
    • Active from: Start date
    • Duration (Days): How long the subscription will be active
    • Status: Subscription status
    • Expires At (Optional): Set an expiration date if needed
  5. Click "Create"

How to change the subscription expiration date​

  1. Find the contract
  2. Click on "Active period"
  3. Update the dates
  4. Click "Update"

How to set up pricing for a subscription​

  1. Go to the "Pricing" section
  2. Select the currency and click "Save"
  3. Add a tax rate if needed and choose "inclusive" if tax is included, then click "Save"
  4. Click "Create price"
  5. Enter the price
  6. Optionally add a compared price and priority
  7. Select the subscription this price applies to
  8. Click "Create"

How to add capacity for subscriptions​

In this section, you will learn how to control how many clients can use a subscription.

  1. Go to the "Capacity" section
  2. Click "Create Capacity"
  3. Fill in the details:
    • Capacity: Maximum number of clients
    • Subscription(s): Select applicable subscriptions
    • Active from and Active till: Define when this rule applies
  4. Click "Create"

How to set up shopping cart expiration​

In this section, you will learn how to limit how long a client can keep items in their cart.

  1. Go to the "Settings" section
  2. Click "Shopping Cart Expiration"
  3. Set the duration
  4. Click "Save"
note

To use subscriptions, you must add and configure a payment provider plugin. For example, you can use Stripe. Learn more here: Stripe payments integration.

Conclusion​

You now know how to add the Subscriptions plugin, create and manage subscriptions, configure pricing and capacity, and handle contracts and expiration settings. With these tools, you can fully set up and manage subscription-based services in Bookla.