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Adding a new customer and creating their first subscription

folder Customer & Subscription Management • visibility 24 views • Updated 10 hours ago

Create a customer subscription with inline customer onboarding, plan assignment, and schedule settings.

Creating Customer Subscriptions

Create subscriptions at /console/customer-subscriptions/create.

Form Groups & Fields

  1. Customer Selection: Search existing customer via SlimSelect OR check "New Customer" toggle to fill inline details (name, phone, country_code, email, password, branch_id, address, latitude, longitude).
  2. Subscription Plans: Click Add Plan to attach meal plans. Set `pricing_daily`, `pricing_weekly`, `pricing_monthly`, and day-wise meal quantities (SUN to SAT `+`/`-` buttons).
  3. Schedule & Settings: Set `billing_period` (weekly/monthly), `max_skip_limit` (default: 5), `starts_at`, `ends_at`, `is_trial` (Trial Meal switch), and notes.
  4. Shipping Details: Select `delivery_method` (delivery vs pickup), `delivery_route_id`, and `delivery_instructions`.

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