This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
customer_portal:integration:stripe:customersignupstripesubscription [2023/06/29 00:48] jonahc |
customer_portal:integration:stripe:customersignupstripesubscription [2023/09/20 00:47] (current) |
||
|---|---|---|---|
| Line 2: | Line 2: | ||
| Customers can sign up for the wash club memberships just by entering their details in the pocket kiosk and selecting the wash club sign up that they are interested in. Imagatec PocketKiosk will create the customer record and a subscription against the customer record that once paid will start immediately and automatically renews on the monthly anniversary of the date.\\ | Customers can sign up for the wash club memberships just by entering their details in the pocket kiosk and selecting the wash club sign up that they are interested in. Imagatec PocketKiosk will create the customer record and a subscription against the customer record that once paid will start immediately and automatically renews on the monthly anniversary of the date.\\ | ||
| \\ | \\ | ||
| - | Image | + | {{: |
| ===How does the customer sign up?=== | ===How does the customer sign up?=== | ||
| The process that a customer follows is below: | The process that a customer follows is below: | ||
| - The customer enters their details and clicks “Continue” | - The customer enters their details and clicks “Continue” | ||
| - | - Image | + | - {{: |
| - Select the subscription product (marked with the per month price) in the PocketKiosk menu | - Select the subscription product (marked with the per month price) in the PocketKiosk menu | ||
| - | - Image | + | - {{: |
| - Select Payment | - Select Payment | ||
| - | - Image | + | - {{: |
| - Once the payment is taken, the card that was used is assigned to the customer as the default payment and they are shown the reciept | - Once the payment is taken, the card that was used is assigned to the customer as the default payment and they are shown the reciept | ||
| - | - Image | + | - {{: |
| - A welcome email is sent to the customer with links to update their subscription or view the terms and conditions. | - A welcome email is sent to the customer with links to update their subscription or view the terms and conditions. | ||
| - | - Image | + | - {{: |
| + | \\ | ||
| ===How does the customer cancel the subscription? | ===How does the customer cancel the subscription? | ||
| The customer can cancel their subscription by calling the store and speaking with staff members. Staff with back office logins can go to the stripe integration page to cancel their subscriptions: | The customer can cancel their subscription by calling the store and speaking with staff members. Staff with back office logins can go to the stripe integration page to cancel their subscriptions: | ||
| - Select Stripe from the integration Partners list | - Select Stripe from the integration Partners list | ||
| - | - Image | + | - {{: |
| - Make sure the correct site is selected for the stripe account (or All sites if have a single account) | - Make sure the correct site is selected for the stripe account (or All sites if have a single account) | ||
| - | - Image | + | - {{: |
| - Select the Stripe Customers link to see the current customers listed | - Select the Stripe Customers link to see the current customers listed | ||
| - | - Image | + | - {{: |
| - If there are any active subscriptions, | - If there are any active subscriptions, | ||
| - | - Image | + | - {{: |
| - Press “Cancel Subscription” to end the subscription at the end of the period.\\ | - Press “Cancel Subscription” to end the subscription at the end of the period.\\ | ||
| - | - Image | ||
| \\ | \\ | ||
| ====Frequently Asked Questions==== | ====Frequently Asked Questions==== | ||
| Line 35: | Line 35: | ||
| **How can customers update their details? | **How can customers update their details? | ||
| You can go to https:// | You can go to https:// | ||
| - | Image\\ | + | {{: |
| \\ | \\ | ||
| - | **How is the customer notified of failed payments?** | + | **How is the customer notified of failed payments?**\\ |
| Stripe has a feature to send an email to the customer if payment fails as well as upcoming renewals, and this can configure this via the stripe portal itself.\\ | Stripe has a feature to send an email to the customer if payment fails as well as upcoming renewals, and this can configure this via the stripe portal itself.\\ | ||
| https:// | https:// | ||
| Line 50: | Line 50: | ||
| **Can we pause a membership? Can we schedule a pause?**\\ | **Can we pause a membership? Can we schedule a pause?**\\ | ||
| In Stripe, you can search for the customer and pause it via the stripe portal\\ | In Stripe, you can search for the customer and pause it via the stripe portal\\ | ||
| - | (Documentation Link: https:// | + | (https:// |
| \\ | \\ | ||
| **With Stripe - do you have any documentation on their portal, reporting, refunds etc? Where do I find reports on the Number of sign ups, re-signs, cancellations and Churns rates of my subscription? | **With Stripe - do you have any documentation on their portal, reporting, refunds etc? Where do I find reports on the Number of sign ups, re-signs, cancellations and Churns rates of my subscription? | ||
| As stripe contain this data and not Imagatec, the billing portal in Stripe contains this information\\ | As stripe contain this data and not Imagatec, the billing portal in Stripe contains this information\\ | ||
| (https:// | (https:// | ||