Selling subscriptions with forms and Stripe

Connecting your Stripe account

Go to Settings › Connected accounts, click + Account and choose Connect Stripe. Log in to Stripe and confirm. The account then appears in the list with the number of forms that use it.

Creating the form

Go to Forms, click + Form, enter a name and choose the pass template and the URL of the form. On the General tab, make the form public, add a description and, if you want, a logo and a background image. They appear on the order page.

Setting up the subscription

1. Open the Payment tab, switch on Sell this pass and choose Subscription as sales type.
2. Choose your Stripe account and the currency.
3. Add your plans. For each plan you enter a name, the billing interval (monthly or yearly), the price and the benefits shown on the order page.

Then set the terms and the pass fields.

• Minimum term in billing periods. 12 means one year for a monthly plan, 0 means members can cancel at the end of any period.
• Grace period in days. This is how long the pass stays valid after a failed payment.
• Allow promotion codes lets members enter a Stripe promotion code at checkout.
• Pass fields set which template fields receive the membership number, the plan, the status and the valid until date, and which field holds the member's name.
• A contact email and your terms of use. Buyers accept them before they pay.

Click Save. Passcreator creates the products and prices in your Stripe account.

Designing the order page

On the Public page tab you choose how plans are shown (tiles or list), whether the background image appears, whether visitors can open a preview of their pass, and your brand color. Here you also find the URL of the order page and of the cancellation page.

Cancellation

Every subscription form has its own cancellation page. Link it in your emails and on your website. Members enter their email address and membership number. The cancellation takes effect at the end of the current billing period, or at the end of the minimum term if that is later. Members receive a confirmation by email. You can also cancel subscriptions, or revoke a scheduled cancellation, in the sales dashboard.

What happens to the pass

Passcreator pushes every change to the pass in the wallet automatically.

Workflows and webhooks

Webhooks and workflows react to five events. A subscription starts, changes, is cancelled or ends, or a payment fails. Use them to update your CRM, send a welcome email or notify your team.