A subscription is one period during which a trainee is covered by a plan you sell. It has a plan, a price, a start date and an end date. A trainee can have several: one running now and others queued behind it. Everything on this page happens on the Subscriptions tab of the trainee card.

Read the tab

Each subscription is a card. With no subscription the tab reads “No active plan for this client.” and offers the Keep app access switch. Add subscription is always available at the top.

Add a subscription

1

Open the dialog

Press Add subscription.
2

Pick the plan

Choose a Coaching plan. The price and the length are filled from the plan.
3

Set the dates

  • With a Start Date, the subscription runs from that day. The Expiry Date is worked out from the plan’s length.
  • If the plan has no fixed length, enter Subscription length (months) or pick the expiry date yourself.
  • If your studio starts subscriptions on an event, the dialog shows a line such as “The subscription starts with the first workout. If that already happened, it starts today.” and how long it runs from that start.
4

Check the price

Price including VAT (₪) can be changed for this trainee. A lower price than the plan’s shows as Discount with the amount and the percentage.
5

Save

Press Add subscription. You see “Subscription added”.
The trainee is notified in the app that the subscription was renewed, if that notification is on for the studio.

Which status the new subscription gets

  • It starts today or earlier, and nothing else is running: Active.
  • It starts in the future, or another subscription is running or frozen: Scheduled.
  • The studio starts subscriptions on an event that has not happened yet: it waits. See below.

Renewing before the current one ends

Add the next subscription with a start date right after the current end date. It sits as Scheduled and takes over on its own. The board, the card header and the dashboard all count the days left to the end of the last queued subscription, so the trainee does not show as ending soon.

Price, VAT and discount

  • Prices are entered and shown in shekels, including VAT. Perform does not calculate VAT separately.
  • The plan carries a default price. Each subscription stores its own price, so changing a plan’s price later does not change subscriptions that already exist.
  • A discount is simply a lower price for this trainee. The dialog shows it as you type.
On the Team page, a team member can be allowed to give a discount up to a set percentage. See Team and roles for what that setting covers.

Dates that clash

Two subscriptions cannot cover the same days. Perform refuses the new one and tells you why.

Subscriptions that wait to start

Your studio can count subscription days from an event instead of from a date. The setting is When the subscription starts in the studio settings, with four choices: Until the event happens, the subscription shows a waiting label such as “Waiting for the intake form”. During that time the trainee has full app access and counts as active. If the event already happened, the subscription starts immediately. Giving an explicit start date when you add the subscription skips the wait.

Start a waiting subscription yourself

  • Start now asks “Start the subscription today?” and starts counting from today.
  • Pick a start date lets you choose a date and press Confirm. A date far enough in the past that the whole period has already run out makes the subscription expired, not active.

Cancel a subscription

Press Cancel subscription on the card. The confirmation reads “Cancel this subscription?” and warns that the trainee loses access to the plan and that it cannot be undone.
  • You can cancel an active, frozen, scheduled or waiting subscription.
  • Cancelling the running subscription makes the trainee inactive unless another one covers today.
  • The cancellation is recorded on the trainee’s activity.

Freeze and reactivate

See Freezing and app access.

When a subscription ends

On its end date a subscription expires by itself. If a scheduled one follows, it becomes active. If nothing follows, the trainee becomes inactive and loses app access unless Keep app access is on. Use the dashboard’s Upcoming renewals panel, or a filter on Days to subscription end, to catch these in time.

Add the same subscription to many trainees

Select the trainees on the board, open Actions and choose Add subscription. See Bulk actions. You can also assign from the plan itself: on Subscription and Pricing, use Assign to trainees on a plan. See Subscription plans.