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Subscriptions are an important revenue stream for many organisations. Whether you have members, donors, customers, or clients. Subscriptions in SwiftFox are used to track how much money your contact should pay, how often they should pay, what payment method they pay with, and the benefits of the subscription. In this lesson, we'll explain how to create new subscriptions or edit existing ones.

00:00:31:20 - 00:01:00:18
To get started, let's bring up a user's profile. Here you will see the financial tab. This tab will only be displayed if you have the SwiftFox Finance feature. Scroll down to that Subscriptions table. Here you will see the full subscription history of your contact. To add a new subscription, select Create Subscription. In the draw select the plan you want to add to your contact, then select proceed.

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You can now select the options for the plan, including when to start the subscription, whether you want the subscription to automatically renew, how frequently payments are made, and what payment method you use for this subscription. Here you can also add bank account details for direct debit or credit card details for card payments. Once you have made your selection, click proceed.

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The final step is confirming all your details and selecting confirm. Now you can see your active subscription for your contact in the subscriptions table. You can change your subscription level for your contact at any time. To do this, select the name of an active subscription to view the details. Here you can choose to change, pause, or cancel their subscription.

00:01:50:17 - 00:02:20:00
To pause the subscription, select pause and pick a reason from the provided options. Then select Hold to cancel a subscription. Select cancel and confirm your choice. Now you can see your subscription has been canceled. So there you have it. You now understand how to add or edit a subscription on the contact profile. Be sure to check out our other videos in the finance course to get right across all the finance features SwiftFox has to offer.

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