Creating your subscription product:
- Navigate to Product management > Products
- Click the 'Add product' button at the top-right of your screen
- Choose ‘Product’ and ‘Subscription’
- Give the product a name, such as 'Annual Membership'
- Add the product to an existing subscription product group, if you have one (leave blank if you do not)
- Set a price and subscription length, for example, select '1 month' if it is a monthly renewing subscription
- Click 'Add new product'
Subscription product settings
Once your subscription product has been created, you can determine the rest of its settings, such as age restrictions and forms. Each setting is outlined below:
Details
- Choose an image to represent the product in your shop
- Set the product name
- Set the product status
- Determine the subscription length
- Choose whether you wish to treat purchasers as 'members' for the purpose of members-only discounts
- Set this to 'no' if you have no members-only discounts set up
We'd advise reaching out to our support team at help@thrive4.com if you have any questions about how to set up a members-only discount.
Pricing
- Set the price per person
- Add a pricing description
- Set a specific tax rate for the product
Discounts
- Make the product eligible for a discount you have set up
For more information on setting up discounts, click here.
Billing and renewal
- Single payment/Weekly/Monthly/Annually
- Choose whether admin approval is required to purchase the product
- If 'Yes', orders will come through to you for approval before the customer is charged
- If, ‘No’, the purchase be invoiced automatically
- Choose whether payment should be taken automatically
- If 'Yes', payment will start as soon as the person completes checkout, or the order is approved
- If 'No', the payment will not start until an admin collects payment or the member clicks ‘Pay now’ in the Thrive4 app/online portal
- Choose to enable pro-rata or not
- When pro-rata is enabled, anyone signing up for the subscription part-way through the billing period will only be charged for the remaining time
- If not enabled, the subscription will be full price regardless of when signed up for
- Choose whether you wish to offer payment in instalments
- Select the payment provider(s) to be used for payment
- Select whether the subscription should auto-renew or not
- ‘Suspend billing until’ – this will make the product unpurchasable until the given date
Forms
Here you can assign customer forms, which will need to be completed upon purchase. For more information on forms click here.
Consents
Assign consents to the product – for more information click here.
Emergency contacts
Set how many emergency contacts users must provide when purchasing.
Required files
Choose which files must be provided when purchasing – for more information click here.
Product fields
For more information about setting up product data forms and adding product fields, click here.
Product relationships
Choose any additional products that must be added at checkout if not already purchased – for more information click here.
Age restrictions
For more information click here.
Capacity
Set the minimum and maximum number of people who can join this product.
Waiting list
Choose if you would like a waiting list option for this subscription, and how people are offered a place when one becomes available – for more information click here.
Access restrictions
Choose whether to apply any restrictions to contacts behind on payments.
Shop
Choose where in the shop the subscription should show by assigning it to a shop tile – for more information click here.
