Subscription Management in Crystallize
Subscriptions are a popular pricing model where, instead of paying once for a good or service, customers pay on a recurring basis. This makes perfect sense for things that are continuously delivered or accessed, such as magazines, utilities, and memberships. Crystallize makes it easy to set up and manage multiple subscription types for any kind of product you can imagine.
Within Crystallize, subscriptions are mostly managed programmatically with the PIM API and Subscription API, but many aspects of subscription management are also available through the Crystallize App. Here are the basic steps:
- Define one or more customers within your tenant.
- Define one or more subscription plans, and add them to product variants.
- Create subscription contracts that unite customers with subscription plans.
- Create an order for the subscription that is charged to the customer.
- Track subscription usage (if applicable) and renewals.
Refer to our Subscription Flow Tutorial if you’d like a more detailed look at the process.
Before getting started, make sure you have the appropriate permissions for Customers, Subscription Plans, Subscription Contracts, and the Tree. Refer to our documentation on roles and permissions for more information.
