Create Gift Subscription

To create a gift subscription, you must first create a gift plan. To learn how to create a gift plan go here. You must also have a customer and a contact or gift recipient linked to the customer. To learn how to import contacts go here. 

1. Go to Subscriptions. Then click on ‘+ Create Subscription’.

2. Select a customer who is purchasing this gift. Then add relevant details such as the nature of the subscription, whether it will auto renew etc. Check the ‘Enable Gift’ box.

3. Then select a gift recipient. This will be one of the contacts attached to the parent customer. 

4. Add the product and plan that the gift subscription will be tied to and click ‘Save’.

5. Choose a display name for this gift subscription and continue. 

6. A gift subscription will be created and invoiced to the customer selected earlier. 

7. Go to Contacts > {Your gift recipient}. You will see the gift subscription listed in the Subscriptions list of this contact. 

8. If you navigate to the Invoices module, you will see that the gift subscription was invoiced and billed to the customer Jasper Allen who purchased this subscription as a gift for their contact Armstrong. The little gift icon next to the subscription number identifies it as a gift subscription. 

That is how you set up a gift subscription.