In this guide, we'll walk you through the process of creating products and subscriptions on our platform. With just a few simple steps, you can set up your products and manage subscriptions efficiently.
1. Log in to your Wellnite account
Navigate to wellnite.co
Access your Wellnite account using your login credentials.
2. Access the Digital Practice Tab
Once you're logged in, click on "Account" and select "Digital Practice."
If you don't see the Digital Practice Tab, go to "Profile" and scroll to the bottom to find "Troubleshoot" and "Clear cache."
After clearing the cache, log back in to your account. You should now be able to see the Digital Practice tab. If you still can't find it, please reach out to us at [email protected] for further assistance.
3. Navigate to Revenue and Sign up to Stripe
Click on "Digital Practice" and then select "Revenue."
Look for the "Sign up to Stripe" button and click on it. This will redirect you to the Stripe dashboard for registration.
Step 1: Accessing Product Creation
To get started, follow these steps to access the product creation page:
Log in to your account and navigate to the dashboard.
Look for the "Create" button, typically located at the top or in the main menu. Click on it.
Step 2: Creating a Subscription
Once you're on the creation page, there are a few places where you can create products and subscriptions. For this guide, we'll focus on creating a subscription.
Choose the "Subscription" option from the available choices.
Step 3: Setting Subscription Details
Now, it's time to fill in the necessary details for your subscription. Start by giving it a name and description so that your customers understand what they're signing up for.
Next, specify the price and quantity. For example, if your subscription costs $1 per item and you want the customer to receive five items each cycle, enter "5" in the quantity field. The total will automatically calculate to $5.
Step 4: Configuring Subscription Cycles
Decide the subscription cycle's duration. In this example, we'll set the cycle to last for six months (a total of six cycles).
You have the option to choose whether the subscription should start immediately or at a later date. If you want it to start tomorrow, select the appropriate date from the calendar.
Step 5: Payment Options
You can choose how the customer should pay for the subscription. If you want to automate the process, select the "Automatically Charge" option. This will ensure that the customer is automatically billed for each cycle without manual intervention.
Alternatively, you can opt to email the invoice to the customer for manual payment. If you choose this option, the customer will receive an invoice to pay for the subscription manually.
Step 6: Scheduling the Subscription
Once you've filled in all the necessary information, review the details to ensure they are accurate.
Click on the "Schedule Subscription" button to finalize the creation of the subscription.
Step 7: Managing Subscriptions
To view the subscriptions associated with a particular customer, navigate to the customer's profile page.
The page will display all the subscriptions the customer has signed up for, providing you with an overview of their subscription status.
To help you visualize and navigate better, we have prepared a video alongside the guide:
If you encounter any issues during the process, feel free to reach out to our support team for assistance via chat, phone (415) 449-7796, or email us at [email protected]. Happy billing!