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Subscription Page User Guide
Subscription Page User Guide
Updated over 4 months ago

Welcome to the Subscription Page of RentalTide! This guide will help you navigate and utilize all the features available on the Subscription Page, ensuring efficient management of your subscription plans and payment details within your organization's Point of Sale (POS) system.

Introduction

The Subscription Page is a vital component of RentalTide's POS system, designed to empower authorized users to manage their subscription plans seamlessly. This page allows you to:

  • View Subscription Plans: Explore available subscription tiers and their features.

  • Select and Upgrade Plans: Choose a plan that best fits your business needs and upgrade or downgrade as necessary.

  • Manage Payment Details: Handle billing information and payment methods associated with your subscription.

  • Preview Subscription Features: Understand what each plan offers to make informed decisions.

  • Receive Notifications: Get real-time feedback on your subscription actions and updates.

Dashboard Overview

Upon accessing the Subscription Page, you'll encounter the following key components:

  • Dashboard Header:

    • Title: "Subscription"

    • Subtitle: "Manage your subscription plans and payment details."

  • Subscription Plans Section:

    • Horizontally Scrollable Cards: Display various subscription plans with detailed information.

    • Plan Details: Each card showcases the plan's name, price, description, maximum limits, transaction fees, included features, and permissions.

    • Action Buttons: Options to select or view the current subscription plan.

  • Confirmation Dialog:

    • Purpose: Confirms your intent to change subscription plans.

    • Content: Details about the selected plan and billing information.

  • Loading Indicators:

    • CircularProgress: Indicates ongoing operations like fetching customer data or saving subscription changes.

  • Notifications:

    • Snackbar Notifications: Provide real-time feedback on actions such as successful subscription updates or error messages.

Managing Your Subscription

Efficiently manage your subscription plans with the intuitive features available on the Subscription Page. This section covers viewing available plans, selecting a new plan, understanding plan details, and handling subscription confirmations.

1. Viewing Subscription Plans

Purpose: Explore the available subscription tiers to determine which plan best suits your business needs.

Features:

  • Plan Cards:

    • Name: The title of the subscription plan (e.g., Free, River, Ocean, Custom).

    • Price: The cost associated with the plan (e.g., "$0 / mo").

    • Description: A brief overview of the plan's features.

    • Maximum Limits: Details such as max locations, boats, discount codes, bookings, and users.

    • Transaction Fee: The percentage fee applied to each transaction.

    • Includes: A list of features and services included in the plan.

    • Permissions: Access rights granted under the plan.

Usage Tips:

  • Compare Plans: Review the differences between plans to select one that aligns with your operational requirements.

  • Understand Limits: Pay attention to the maximum limits to ensure the plan accommodates your business size and growth.

  • Evaluate Fees: Consider the transaction fees as they impact your overall profitability.

2. Selecting and Upgrading Plans

Purpose: Choose a subscription plan that fits your current business needs and upgrade or downgrade as necessary.

Steps to Select a Plan:

  1. Locate the Subscription Plans:

    • Scroll horizontally to view all available subscription plan cards.

  2. Identify Your Current Plan:

    • The currently selected plan is indicated with a checkmark icon and may have different styling to highlight its status.

  3. Select a New Plan:

    • Click on the "Select" button on the desired plan card.

    • If the plan is different from your current one, a confirmation dialog will appear.

  4. Confirm Plan Change:

    • Review the details of the selected plan in the confirmation dialog.

    • Important: Changing plans may affect your current subscription limits and transaction fees.

    • Click "Confirm" to proceed with the plan change or "Cancel" to abort.

  5. Receive Confirmation:

    • Upon successful plan change, a success snackbar notification will appear.

    • The subscription plans will update to reflect your new selection.

Usage Tips:

  • Plan Necessity: Only upgrade if the new plan offers features that are essential for your business operations.

  • Downgrading: Ensure that downgrading does not negatively impact your current operations by exceeding new plan limits.

  • Review Terms: Understand the billing cycle and how plan changes affect your next billing date.

3. Understanding Plan Details

Purpose: Gain a comprehensive understanding of what each subscription plan offers to make informed decisions.

Plan Attributes:

  • Name: Identifier of the subscription tier.

  • Price: Cost per month or specified billing cycle.

  • Description: Summary of the plan's benefits.

  • Maximum Limits:

    • Max Locations: Number of operational locations allowed.

    • Max Boats: Number of boats that can be managed.

    • Max Discount Codes: Number of discount codes that can be created.

    • Max Bookings: Number of bookings allowed per month.

    • Max Users: Number of user accounts that can be created.

    • Max Booking Lead Time: Time in minutes for booking lead time.

  • Transaction Fee: Percentage fee applied to each transaction.

  • Includes: List of features and services included in the plan.

  • Permissions: Access rights and functionalities enabled under the plan.

Usage Tips:

  • Feature Necessity: Ensure that the plan includes all the features your business requires.

  • Scalability: Choose a plan that not only meets your current needs but also accommodates future growth.

  • Cost-Benefit Analysis: Weigh the cost against the benefits and features offered to determine the best value for your investment.

4. Handling Subscription Confirmations

Purpose: Confirm your intent to change subscription plans and understand the implications of the change.

Confirmation Dialog:

  • Trigger: Appears when selecting a plan different from your current subscription.

  • Content:

    • Plan Name: The name of the plan you are switching to.

    • Billing Information: Details about billing cycles and payment methods.

    • Implications: Information about how the change affects your current subscription limits and fees.

  • Actions:

    • Cancel: Abort the plan change and retain your current subscription.

    • Confirm: Proceed with changing to the selected subscription plan.

Usage Tips:

  • Review Carefully: Before confirming, ensure that you understand how the new plan affects your business operations.

  • Budget Considerations: Consider the financial implications of the new plan, especially regarding transaction fees and subscription costs.

  • Documentation: Keep records of your subscription changes for future reference and accounting purposes.

Permissions and Access Control

Access to the Subscription Page is governed by a robust permissions system to ensure that only authorized users can view and manage subscription data.

Key Permissions:

  • subscription_access: Grants access to the Subscription Page and its functionalities.

  • subscription_edit: Allows users to change subscription plans and manage payment details.

Managing Permissions:

  • Role-Based Access: Permissions are typically assigned based on user roles within the organization (e.g., Admin, Finance Manager, Operations Manager).

  • Verification: The Subscription Page checks user permissions before rendering action buttons or enabling functionalities to prevent unauthorized access.

Usage Tips:

  • Ensure Proper Access: Verify that your user account has the necessary permissions to perform desired actions on the Subscription Page.

  • Requesting Access: If you lack certain permissions but require them for your role, contact your system administrator or support team to request access.

  • Regular Audits: Periodically review and update user permissions to align with organizational changes and role evolutions.

Error Handling and Notifications

The Subscription Page incorporates robust error handling and user-friendly notifications to keep you informed about the system's status and any issues that may arise.

Key Features:

  • Snackbar Notifications:

    • Provide real-time feedback on actions such as successful subscription updates, errors during plan changes, and issues with data fetching.

  • Loading Indicators:

    • CircularProgress: Indicates ongoing operations like fetching customer data, saving subscription changes, and processing payments.

  • Confirmation Dialogs:

    • Ensure that critical actions like changing subscription plans are intentional and reviewed before proceeding.

Usage Tips:

  • Immediate Feedback: Pay attention to snackbar notifications for instant updates on your actions and system status.

  • Handle Errors Promptly: Address any error messages or alerts immediately to ensure smooth operations and accurate subscription management.

  • Maintain Connectivity: Ensure a stable internet connection to facilitate seamless data fetching and subscription updates.

Frequently Asked Questions (FAQs)

1. How do I upgrade my subscription plan?

  • Answer:

    1. Navigate to the Subscription Page within your RentalTide dashboard.

    2. Review the available subscription plans displayed as horizontally scrollable cards.

    3. Click on the "Select" button on the plan you wish to upgrade to.

    4. A confirmation dialog will appear detailing the changes and billing information.

    5. Click "Confirm" to proceed with the upgrade.

    6. A success notification will confirm that your subscription has been updated successfully.

2. Why is the "Select" button disabled for a specific plan?

  • Answer:

    • The "Select" button may be disabled if:

      • You lack the necessary subscription_edit permission.

      • The selected plan exceeds the maximum limits set by your current subscription.

      • There are ongoing billing issues or pending payments associated with your account.

    • Solutions:

      1. Check Permissions: Ensure your user account has the subscription_edit permission.

      2. Review Current Limits: Confirm that switching to the desired plan does not exceed your current operational limits.

      3. Resolve Billing Issues: Address any pending payments or billing discrepancies.

      4. Contact Support: If the issue persists, reach out to RentalTide support for assistance.

3. Can I downgrade my subscription plan?

  • Answer:

    • Yes, you can downgrade your subscription plan by selecting a lower-tier plan on the Subscription Page.

    • Important Considerations:

      • Downgrading may reduce your current operational limits (e.g., number of locations, boats, users).

      • Ensure that your current usage does not exceed the limits of the new plan to avoid disruptions.

      • Changes will take effect immediately, and billing adjustments will be reflected in your next billing cycle.

    • Steps to Downgrade:

      1. Select the lower-tier plan you wish to downgrade to.

      2. Confirm the changes in the confirmation dialog.

      3. Receive a success notification upon successful downgrade.

4. Why am I receiving an error when trying to change my subscription plan?

  • Answer:

    • Possible Causes:

      • Network connectivity issues preventing data submission.

      • Insufficient permissions to change subscription plans.

      • Server-side errors or maintenance activities.

      • Incomplete or incorrect billing information.

    • Solutions:

      1. Check Internet Connection: Ensure your device is connected to the internet.

      2. Verify Permissions: Confirm that your user account has the subscription_edit permission.

      3. Retry the Action: Attempt to change the subscription plan again after ensuring connectivity and permissions.

      4. Check Billing Information: Ensure that your billing details are up-to-date and correctly entered.

      5. Contact Support: If the issue persists, reach out to RentalTide support with specific error details for assistance.

5. How does the transaction fee work with different subscription plans?

  • Answer:

    • Each subscription plan comes with a specific transaction fee percentage that applies to each booking transaction processed through RentalTide.

    • Example:

      • Free Plan: 6% transaction fee.

      • River Plan: 5% transaction fee.

      • Ocean Plan: 4% transaction fee.

      • Custom Plan: 1.25% transaction fee.

    • Impact:

      • Lower transaction fees allow for higher profit margins per booking.

      • Higher-tier plans offer reduced transaction fees as part of their premium features.

    • Billing: Transaction fees are automatically applied to each booking and reflected in your monthly billing statement.

6. Is there a minimum contract period for subscription plans?

  • Answer:

    • No, subscription plans are typically billed on a monthly basis without a minimum contract period. However, specific terms and conditions may vary, especially for the Custom Plan.

    • Note: Always review the terms associated with each plan and consult with RentalTide support if you have specific requirements or questions about contract periods.

7. Can I customize my subscription plan beyond the predefined tiers?

  • Answer:

    • Yes, the Custom Plan allows for extensive customization to fit unique business needs.

    • Features of the Custom Plan:

      • Maximum Limits: Significantly higher limits for locations, boats, discount codes, bookings, and users.

      • Transaction Fee: Reduced transaction fee of 1.25%.

      • Includes: Additional features like White Labeling and Custom Communications.

    • How to Upgrade to Custom Plan:

      1. Select the Custom Plan on the Subscription Page.

      2. Click "Select" and proceed with the confirmation dialog.

      3. Contact RentalTide support for further customization and setup instructions.

Troubleshooting

Issue 1: Unable to Change Subscription Plan

  • Possible Cause: Network connectivity issues, insufficient permissions, server errors, or incomplete billing information.

  • Solution:

    1. Check Internet Connection: Ensure your device is connected to the internet.

    2. Verify Permissions: Confirm that your user account has the subscription_edit permission.

    3. Retry the Action: Attempt to change the subscription plan again after ensuring connectivity and permissions.

    4. Check Billing Information: Ensure that your billing details are up-to-date and correctly entered.

    5. Review Plan Limits: Ensure that the new plan's limits accommodate your current usage to prevent exceeding thresholds.

    6. Contact Support: If the issue persists, reach out to RentalTide support with specific error details for assistance.

Issue 2: Subscription Plans Not Displaying Correctly

  • Possible Cause: Data fetching errors, rendering issues, or CSS conflicts affecting the display of plan cards.

  • Solution:

    1. Refresh the Page: Reload the Subscription Page to attempt fetching the latest data.

    2. Inspect Console for Errors: Open your browser’s developer console to check for JavaScript or data fetching errors.

    3. Check CSS Styles: Ensure that there are no CSS conflicts affecting the display of subscription plan cards.

    4. Disable Browser Extensions: Some extensions might interfere with page rendering. Disable them and try again.

    5. Clear Browser Cache: Clear your browser’s cache and attempt to view the subscription plans again.

    6. Contact Support: If the issue persists, reach out to support with specific error details and screenshots for assistance.

Issue 3: Confirmation Dialog Not Appearing When Selecting a Plan

  • Possible Cause: JavaScript errors, UI glitches, or state management issues preventing the dialog from triggering.

  • Solution:

    1. Inspect Console for Errors: Open your browser’s developer console to identify any JavaScript errors.

    2. Refresh the Page: Reload the Subscription Page to reset UI components and state.

    3. Disable Browser Extensions: Some extensions might block modal dialogs. Disable them and try again.

    4. Check State Variables: Ensure that the confirmationOpen state is being set correctly upon selecting a plan.

    5. Clear Browser Cache: Clear your browser’s cache and attempt to select a plan again.

    6. Contact Support: If the dialog still does not appear, contact RentalTide support with detailed information for further assistance.

Issue 4: Selected Plan Not Updating After Confirmation

  • Possible Cause: Errors during the subscription update process, state management issues, or server-side failures.

  • Solution:

    1. Check Internet Connection: Ensure your device is connected to the internet.

    2. Verify Permissions: Confirm that your user account has the subscription_edit permission.

    3. Inspect Console for Errors: Open your browser’s developer console to identify any JavaScript or API errors.

    4. Retry the Action: Attempt to change the subscription plan again after ensuring connectivity and permissions.

    5. Review API Responses: Ensure that the API calls for updating the subscription are returning successful responses.

    6. Contact Support: If the issue persists, reach out to RentalTide support with specific error details and logs for assistance.

Issue 5: Loading Indicator Stuck or Not Disappearing

  • Possible Cause: Asynchronous operations not completing due to errors, network issues, or state mismanagement.

  • Solution:

    1. Check Network Activity: Use browser developer tools to verify if API calls are completing successfully.

    2. Inspect Console for Errors: Look for any JavaScript errors that might be preventing the loading state from updating.

    3. Refresh the Page: Reload the Subscription Page to reset the loading state.

    4. Disable Browser Extensions: Some extensions might interfere with asynchronous operations. Disable them and try again.

    5. Clear Browser Cache: Clear your browser’s cache and attempt the action again.

    6. Contact Support: If the loading indicator remains stuck, contact support with detailed information for further assistance.

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