How to Create a Subscription

Steps to Complete

Visual Support

1. From your admin dashboard, choose Pricing > Subscriptions.

2. Click New Subscription.

Name: Give your subscription a descriptive name. This is the most prominent thing your customers will see when they're trying to decide what to purchase.

Description: Clarify the subscription in a little more detail. Many customers will be accessing your Union site from their phones, so strive to keep descriptions short and to the point.

Price: The recurring price for the Subscription. Subscriptions in Union must have a price greater than zero, but you can set additional rules around discounts and trial periods.

Initial Price:

• Same as Normal: Select if your price is to remain constant.
• First Period Discount: If you would like to offer a discounted starting price. A discounted example could be, $79 your first month and $99 each month after.
• Free Trial Period: Select this option if you would like to offer a free trial period before the subscription billing begins. Once the trial has ended, your customers will automatically be charged the subscription's initial price.

Time-based Discounts: Discounts offered within a period. This can come in handy if you want to offer an early bird discount.

Re-billed every: How frequently a customer is charged. For example, 1 Month would mean the customer is billed monthly.

Registration Types: Define what types of Registration this subscription allows access to. For example, useful if you are trying to build a subscription that only allows access to Livestream performances and Replays, but not In-Person classes.

Registration Limits:

• Unlimited Registrations means the subscription can be used to access an unlimited number of classes and events until it is canceled or expires. 
• Limited Registrations, entering a number greater than 0 into the Limit box, allows customers to use this subscription a limited number of times before the next billing period. The unlimited subscription will still only grant access to the Registration Types checked above.
• Advanced Limited Registrations, then customizing rules for each Registration Type checked above allows customers to have unlimited or limited number registrations by Registration Type. e.g. 2 in-person registrations and Unlimited Replays.

Access Limits:

• Purchase Limit: Maximum number of times this can be acquired by a customer.
• Issued Limit: Limit the number that can be issued or purchased.
• Requires Access Code: Requires a code to be entered during purchase to access.
• Set valid range after first registration: Set valid period after first registration, not at purchase.
• Post purchase registrations: After purchase, redirect to a registration page.

Bonus Pass: A pass that is added which serves as a bonus when a customer purchases the subscription. Also automatically renews along with the subscription!

Event Categories: Choose which types of events and replays this subscription can be used to access

Revenue categories: A great way to group revenue in a report that can cross different passes, subscriptions, and payment plans. Learn more about Revenue Categories.