Create a subscription

Your app fully automates invoicing with the help of subscriptions.

Updated over a week ago

A subscription defines a dynamic, ongoing relationship between you and your customers.

Subscriptions allow you to:

  • Keep track of active plans.

  • Automate invoicing for individual users and companies.

  • Permit users to include usage-based expenses in an upcoming invoice.

  • Automate add-ons (recurring invoice items).

  • Add, edit, or remove room and desk assignments for companies.

  • Grant and remove Kisi's door access.

  • Grant and remove SALTO KS door access.

  • Convert the main currency into the alternative on a regular basis.

Create a subscription

  1. Go to Locations > Community > select a user or a company. If it's a company, select the company manager.

  2. Open the profile and locate the "Subscription" section, and press Create.

Configure the subscription:

  • Plan — select a preliminary created plan from the drop-down list or select Custom to type plan details from scratch.

  • Start Date — the date when the subscription comes into effect.

  • End Renewal
    1. Never - the subscription renews forever and never expires.
    2. On Date - manually choose the subscription end date or use the shortcut with the number of subscription renewal cycles to have it preselected automatically.

  • Price - the membership fee for the period.

  • Custom Tax Rate - enable to set custom tax rate for the subscription if the fixed location tax doesn't apply to it.

  • Create Add-on — add multiple itemized recurring charges.

  • Expiring credits — manage the amount of expiring credits.

  • Expiring day passes - manage the amount of expiring day passes.

  • Assignments - assign rooms, desks and offices to the company (appears only in subscriptions for companies).

  • Discounts — tap on the > sign and set the discount percentage for the necessary app content.

  • Pay with Invoice — tap on the > sign to manage which services your users can buy with the invoice.

  • Access — tap on the > sign to grant access to a specific Kisi or SALTO KS group for as long as a plan is active.

3. After configuring the subscription click Create.

How subscriptions work:

  1. The first invoice arrives with the plan start date. All future invoices are received automatically. If you want to send the invoice earlier, you can issue it on the Locations > Community > user/company profile > Invoices page.

  2. Your users are self-sufficient and can view and pay for their invoices on the Locations > Membership > Invoices page.

  3. Administrators can always track the invoices paid and unpaid on Community > select user/company > Invoices page or with custom reports.

  4. Subscriptions influence the assignments and the Occupancy page.


Why aren’t credits assigned with the subscription created?

There might be two reasons expiring credits aren't assigned to users upon subscription creation:

  1. The subscription isn’t active yet, as its start date is set in the future.

  2. Upon creating an active subscription, the administrator created it with 0 credits and later edited it to the correct number of credits. In this scenario, the credits will only be applied for the next subscription period and not for the current one.

  3. If you have invited a user to the app and created a subscription for them, but the user hasn't logged in yet, the credits will not be assigned. Once the user logs in to the app, they will receive the credits along with their subscription.

Are members notified about the subscription ending?

Users receive a push notification in their app one day before their subscription ends that says: “Your subscription expires soon. Contact us to extend.”

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