There are two ways to associate a subscription with an account; by leveraging Outseta's sign-up embed or by manually subscribing the account.
Subscribing via Outseta's sign-up embed
Outseta's sign-up embed can be triggered to open as a pop-up, embedded directly onto a page, or sent via a payment link as well. It allows users to select from your subscription options, sign up, and also creates an Account for your new customer in Outseta CRM.
For more information on integrating the sign-up embed with your website, please follow the steps outlined in this article.
Subscribing an account manually
To manually subscribe an account, follow the steps outlined below. Please note that you must first setup your pricing plans.
1. Select CRM > ACCOUNTS from the left hand side bar. Give the account a name, assign any billing stage, and add a primary contact. Click SAVE.
2. On the subsequent screen, click ADD SUBSCRIPTION from the Options menu.
3. Choose your new subscription plan. Review your changes then click ADD SUBSCRIPTION.
NOTE: If you manually add a subscription for a customer, it's likely that their payment information is not on file with Outseta. The customer will receive an invoice that contains a link to update their payment information, or you can trigger an email requesting their payment information directly from their Account record.
4. You can then select SEND CONFIRMATION EMAIL to send the user an email prompting them to set a password so that they can login to their new account.
Alternatively, you can go to the user's "Person" record and create a temporary password that you can then send to them via email.