Plan the workflow
Represent recurring customer or service relationships.
Recurring workflow
Subscriptions support recurring commercial relationships where repeat service, customer context, payment handling, and invoice review are included in the selected setup.
POS checkout
Daily sales status
Inventory signal
Availability needs attention
Site builder preview
Capability workflow
Subscriptions support recurring commercial relationships where that workflow is included in the selected setup.
Represent recurring customer or service relationships.
Keep recurring context near customer, payment, and invoice records.
Review subscription scope during rollout planning.
Connected capabilities
These relationships help explain the platform while keeping capability pages focused.
Customer profiles, order context, bookings, and engagement history.
Invoice and receipt document context connected to orders and customers.
Finance records, review context, and accounting workflow readiness.
Payment state, fulfilment context, and customer-facing checkout readiness.
Common industry fit
Different industries use this capability in different operating models.
Service package and customer-care workflow for bookings, profiles, gift cards, marketing, and payments.
Client care focus
Coordinate appointments, packages, and customer history.
Booking and guest-service workflow for reservations, customer profiles, invoices, payments, and reporting.
Guest service focus
Connect reservations and guest context before arrival.
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
Subscription workflows should be discussed as part of the selected rollout scope.
Use Pricing to compare subscription scope, selected modules, and rollout timing for this workflow.
Guides for planning recurring customer and payment workflows.
Subscription planning
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