Overview of Subscriptions

This procedure outlines how to access, view, and manage customer subscriptions efficiently, including routine schedule adjustments and checking total active subscriptions.

Accessing Subscriptions Directly

• Navigate to Subscriptions: Under Customers, select Subscriptions to bypass the need to open the individual customer file.
• Search for Subscription: Enter the customer’s name to access their subscription details directly.

2. Viewing and Managing Subscriptions

• Open Specific Subscription: Locate the customer's subscription (e.g., weekly, bi-weekly) to make any necessary changes.
• Available Actions: From the subscription view, you can:
  • Make schedule changes (e.g., reschedules, skips).
  • Edit subscription details such as cleaning preferences, service types, and customer notes.

3. Viewing Active Subscription Count

• Check Total Count: At the bottom of the subscriptions page, find the number of Active Subscriptions.
  • This count reflects your routine customer base (e.g., “346 active subscriptions” indicates 346 routine customers).
• Use this total when asked about the number of routine customers.