Recurring workflow

Plan recurring customer relationships with payment and invoice context.

Subscriptions support recurring commercial relationships where repeat service, customer context, payment handling, and invoice review are included in the selected setup.

recurring plan boardCustomersDigital Invoices
Subscriptions. Subscriptions support recurring commercial relationships where repeat service, customer context, payment handling, and invoice review are included in the selected setup.. recurring plan board.
Commerce workspace
recurring plan board

POS checkout

Counter basket

Table serviceOpen
Counter saleReady
Online pickupQueued
CardCashReceipt

Daily sales status

OpenPayments readyClose review

Inventory signal

Availability needs attention

Site builder preview

Terminal ready
Printer online
Scanner linked

Capability workflow

Subscriptions has one practical job: keep recurring customer relationships close to payment, invoice, and review context.

Subscriptions support recurring commercial relationships where that workflow is included in the selected setup.

Plan the workflow

Represent recurring customer or service relationships.

Connect the records

Keep recurring context near customer, payment, and invoice records.

Review and refine

Review subscription scope during rollout planning.

Common industry fit

Where Subscriptions usually matters most.

Different industries use this capability in different operating models.

Wellness & Beauty

Service package and customer-care workflow for bookings, profiles, gift cards, marketing, and payments.

Client care focus

Coordinate appointments, packages, and customer history.

Offices & Services

Professional-service workflow for customers, contracts, digital invoices, accounting, reports, payments, and scheduling.

Service workflow focus

Keep customer, service, document, and invoice context connected.

Availability

Use Pricing for the full plan comparison.

Subscription workflows should be discussed as part of the selected rollout scope.

Plan scope varies

Use Pricing to compare subscription scope, selected modules, and rollout timing for this workflow.

Related recurring commerce posts

Guides for planning recurring customer and payment workflows.

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Subscription planning

Decide whether subscriptions belong in your first rollout.

Then compare plan scope or map this capability to the industry workflow closest to your business.

Subscriptions

Recurring commercial workflows where subscription setup is part of the plan.

Industry fit

Wellness & Beauty, Hotels & Accommodations, Offices & Services