How Manual to Subscription Work

How Manual to Subscription Works

Transitioning from Manual to Recurring Subscription

To enable your customers to start paying for their Membership/Subscription directly within your app, follow these steps:

  1. Create the Membership/Subscription: Include at least one recurring price (monthly or annual).
  2. Upload Existing Members: Add your current members as customers and associate them with the new membership/subscription.
  3. Notify Members: Inform your members about this update and provide instructions to log in using their existing email address. They will use an OTP (One-Time Password) to verify their account.

Below is the user experience your customers will encounter when transitioning from a manual membership to a recurring subscription:

User Experience

Step-By-Step

Customers wishing to update from Manual to Subscription can follow these steps: 
  1. Open your app. 
  2. If not already logged in, customers must log in using the email address associated with their membership.
  3. On the Home Screen, the user can tap on the Card icon or the Subscriptions button (depending on how you configured it), to access their Membership/Subscription. 

  4. If the customer's manual membership is set to expire within 30 days, they will see an alert on the card icon, on their card.   


  5. They will also see alert messages when on your Subscriptions list screen, and their Manual membership/subscriptions benefit screen. 


  6. In order to go from Manual to Subscription they need to tap on "Set Up" or "Set Up Auto Renewal" Button; this takes them to the order screen, where they can view the available recurring price options (one-time prices will not be displayed).  

  7. Once they select their preferred recurring price they will enter their payment information to complete setup. 

  8. Once payment is confirmed they will see a message letting them know auto-renewal is set up. 

  9. All the 'alerts' will disappear and the customer can now manage their subscription, access benefits, and make updates directly in the app.


View Customer change from Manual to Subscription

  1. From the Quick Start Page in your admin dashboard, click Subscriptions
    1. gallus quick start page
  2. A new tab will open up and on the ensuing page, use the search box to locate the customer by email address, or navigate to the Customers or Memberships menu items. 

  3. In the customer’s Memberships tab, verify the status:
    • The Manual membership will show as expired.
    • The new Subscription membership will be marked as active.
By following these steps, you help ensure a smooth transition for your customers, enhancing their user experience and enabling ongoing subscription management within the app so you don't have to worry about it! 

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