With the subscription module in the system you can on the one hand bind a customer to you because he will come back to you for a certain service or menu, on the other hand the customer is also rewarded for this because the total amount of a subscription can be cheaper than the service separately.
Subscriptions can be used inside the software in 2 ways:
1. Subscriptions with fixed number of turns that you sell at the cash register
2. Subscription with monthly payment via direct debit
❗Please note: do not create subscriptions with a service/menu that requires an online advance when booking (online)❗.
If necessary, create a service that you use only for the subscription without an advance.
1. Subscriptions you sell in the salon
How do I create the subscription?
1. Go to settings
2. Select 'Customers'
3. Click on 'Subscriptions'
4. Click on create to create a new subscription
5. Indicate whether this is for a service or menu and choose the service/menu
Choose the exact service or menu to be linked to this subscription
6. Set the number of turns and the price at which you sell the subscription.
7. If you would like to change or remove a subscription, click on the square with the pencil or on the cross next to the subscription.
How do I sell the subscription to a customer?
1. Open an account in the name of the customer.
2. Click on ➕ subscription (under the bill)
3. The system also asks if you want to use the subscription for this visit.
4. Pay for the subscription with the correct payment method
5. You can now find the subscription under the 'Subscriptions' tab in the customer's customer file
How do I put a subscription turn into a customer's bill?
When the customer books the exact service/menu associated with the subscription, the system will recognise it and automatically ask if you want to use a turn when you open the bill on the register
❗If het subscription was set up with a service, your client needs to book the sercive, if it was set up with a menu, your client needs to book the menu❗
You can also add a turn manually via 🔁 subscription at the top right of the bill.
2. Recurring subscription with monthly direct debit
This requires an active connection with the payment platform Mollie and the online advances module in our software.
1 Click the option in the online advances via
Settings - online advances - Enable recurring payments
(if you do not see the setting, contact support via the chatbutton in your optios account or by e-mail help@optios.net)
2 From now on, you'll see an option to request recurring payments in the customer data sheets under subscriptions.
3. in Mollie itself, the SEPA payment method needs to be activated
* This is a mandate and will therefore happen automatically every month.
You can view the status of the payment in the customer data sheet.
. The first time, the customer must authorize the mandate through Mollie.
This is done by sending an email with a payment link or by scanning a QR code that redirects to the payment link.
Unlike normal subscriptions, this is not tied to a specific menu and/or service.
The customer pays a monthly amount that can be spent in the salon.
At the checkout, you then give a 100% discount on a service/menu/total (of your choice) until the amount is used up.
The salon must (for the time being) track how much has been used for that month.
You can do this via the register history in the customer file.
We advise you to put a comment for these customers that is visible on the agenda and/or register to inform all employees
https://help.optios.net/en/articles/3985054-how-can-i-consult-customer-s-remarks-color-formulas-at-the-register
(The reason this doesn't appear automatically on the register as an advance is because the customer might not come for a month, or the amount is not used up completely, the salon would have to pay for the transaction to refund and bear the cost of this, otherwise the amount would accumulate with the next payment)
