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Create a subscription
Create a subscription

Your app fully automates invoicing with the help of subscriptions.

Updated this week

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 type plan details from scratch.

  • Start — starting the day when the plan will come into effect.

  • Renewal — choose whether the plan repeats forever, for several cycles, or repeats never.

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

  • Expiring credits — manage the amount of expiring credits.

  • Room assignment - assign rooms to the company (appears only in subscriptions for companies).

  • Desk assignment - assign desks 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 room and desk assignment and desk occupancy.

FAQ

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.

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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