Subscriptions
Keep customer subscriptions organised
Give each membership a clear duration and keep customer details together.
Define the service clearly
Choose a recognisable name for each subscription product and enter its duration. Clear names help your team distinguish different memberships or service packages.
Check the customer and dates
Select the right customer and check the subscription start and end dates. Keeping contact details consistent helps prevent duplicate customer records.
Use one view for status
Review active, upcoming, expired and cancelled subscriptions from the subscription listing. Keeping status information in one place makes everyday customer questions easier to answer.