How to Custom Name Multiple Subscriptions under the same Customer

This guide explains how to manage customers who have multiple subscriptions, such as twice-weekly cleanings, by renaming and organizing them to reflect different cleaning areas or schedules.

1. Identify Multiple Subscriptions

• Open the customer’s profile (e.g., Elvis Presley).

• Confirm there are two active weekly subscriptions — one for Monday and one for Friday.

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2. Review Each Subscription

• Check the subscription schedule in the calendar view.

  • Monday subscription: cleaning downstairs only.

  • Friday subscription: cleaning the whole house.

• Note that each subscription may have different prices and durations.

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3. Rename Subscriptions for Clarity

• Open the Monday subscription.

• Click Edit and rename it to “Weekly – Downstairs.”

• Click Save.

• Open the Friday subscription.

• Click Edit and rename it to “Weekly – Whole House.”

• Click Save.

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4. Confirm Subscriptions Are Organized

• Go back to the customer’s main profile.

• You should now see:

  • Weekly – Downstairs (Mondays)

  • Weekly – Whole House (Fridays)

• Verify each has correct pricing, duration, and cleaning area details.

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5. Verify in Subscription List

• Go to your Subscription List.

• Search the customer’s name (e.g., Elvis Presley).

• Confirm both subscriptions appear separately with clear names and schedules.

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Notes

• Naming subscriptions clearly helps prevent confusion when scheduling or billing.

• Keep separate subscriptions for jobs that differ in frequency, tasks, or pricing.

• This method also improves tracking for payroll, reporting, and team assignments.