Creating a subscription template
Subscription templates provide a way to set up multiple customers on the same recurring subscription, without having to create it individually for each customer.
They can be assigned to existing customers via their respective customer record or, for new customers, you can invite them to set up using a specific subscription template link that assigns the subscription template to them automatically upon submission of their details via the online authorisation form.
Subscription templates are created via the Subscriptions page of your GoCardless dashboard. Once created, they can be assigned to existing customers or you can invite new customers to sign up to them directly.
-
Click on Payments and then on Subscription Templates
-
Click Create template
-
Enter a name for the subscription template
-
Select the currency (this must match where your customers are located), and enter the recurring amount
-
Use the Frequency field to choose the payment frequency
-
Select when the first payment should be charged
-
Select the length of time the payment plan should run for
-
(Optional) Set a Redirect URI. This allows you to redirect your customers after they have signed up to the plan.
-
Click Create subscription
The subscription template will now be visible within your active Subscription Templates page view.