Who It’s For:
The Subscriptions feature is for Brokerage Admins and Super Admins to set up and manage recurring fees for agents. These can include office fees, desk fees, technology fees, or any other recurring charge, billed monthly or annually.

Video Walkthrough

What it Does

Subscriptions automate recurring payments between agents and the brokerage.
They allow brokerages to:

• Create recurring fee structures such as monthly desk fees or annual membership fees.
• Bill agents automatically on a set schedule.
• Customize payment frequency, amount, and billing type (prepaid or postpaid).
• Maintain a clear record of all active subscriptions and charges per user.

Where to Access

Navigate to Left Menu → Settings → Accounting → Subscriptions.
This section allows you to create, edit, and manage all recurring subscription types available to assign to users.

Managing Subscriptions

Creating a New Subscription

1. Click Add New Subscription in the upper-right corner.
2. Complete the required fields:
   • Title: Enter the name of the fee (e.g., “Desk Fee”).
   • Recurring: Select Yes to make it automatically repeat.
   • Type: Choose Monthly or Yearly.
   • Interval: Define how often it recurs (e.g., every 1 month).
   • Amount: Enter the recurring fee amount (e.g., $100).
   • Billing Type: Choose whether it is Prepaid (billed at the beginning of the period) or Postpaid (billed at the end).
3. Click Save to create the subscription.

You now have a recurring subscription available to assign to users.

Assigning Subscriptions to Users

1. Go to People → Users/Agents.
2. Select the user to whom you want to assign a subscription.
3. Within their profile, open the Subscriptions tab.
4. Click Add Subscription and select from the list of available subscriptions you created earlier.
5. Confirm or adjust the following details:
   • Subscription Type: (e.g., “Desk Fee – Monthly”).
   • Price: Defaults to the system amount, but can be adjusted for that specific user.
   • Start Date: Select when billing should begin (e.g., December 1).
   • Notes: (Optional) Add a note that will appear on the user’s invoice.
6. Click Save to activate the subscription for that user.

Once saved, billing will begin automatically on the start date and continue at the defined interval.

Managing Active Subscriptions

• All active subscriptions are listed in each user’s Subscriptions tab.
• Admins can edit or cancel subscriptions as needed.
• Invoices are automatically generated based on subscription settings and sent to the agent.
• Payments are processed through each agent’s connected Payment Method.

Example Use Cases

• Desk Fee: $100 per month, prepaid on the 1st of each month.
• Technology Fee: $25 per month, postpaid at the end of each period.
• Annual Membership Fee: $500 billed once per year on the anniversary date.

FAQ

Q: Who can create or manage subscriptions?
A: Only Admins and Super Admins can create and assign subscriptions. Agents can view but not modify them.

Q: Can I adjust a subscription price for an individual agent?
A: Yes. When assigning a subscription to a user, you can modify the amount from the default rate.

Q: What is the difference between prepaid and postpaid?
A: Prepaid charges at the start of the billing period; Postpaid charges at the end.

Q: Can subscriptions be paused or canceled?
A: Yes. You can edit or deactivate a subscription at any time from the user’s subscription list.

Q: How are payments processed?
A: Payments are processed automatically through each user’s connected payment method in their Accounting Setup.