How to create a subscription for a company

This document outlines the process for creating a subscription for a company, focusing on the use of a payment link through Stripe. After a customer agrees to a subscription, the team can facilitate the setup by accessing the relevant details on the company’s account. This involves determining the type of subscription—monthly or annually—and identifying the primary contact for the subscription. The example scenario highlights the selection of a professional plan for two users at a monthly rate, as well as potential discounts available via promo codes.

The procedure includes generating a payment link that details the subscription plan, including the customer’s email and appointment setup costs. Discounts are applied to the subscription cost, but not to additional services like appointment setting. This payment link can be tested to ensure accuracy before sharing it with the user.

In situations where a new company is involved, the initial steps include creating the company and contact details before selecting a plan. Changes to existing subscriptions—such as upgrading, downgrading, or modifying user numbers—can also be easily managed. The goal is to streamline the subscription process, allowing team members to quickly generate links for new companies and provide customers with a straightforward method to complete their subscriptions.

The team plans to discuss technical aspects further to ensure the smooth implementation of these processes.