> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/billing-payments-hub/subscribe-to-service.md). # How to Subscribe a Person to a Service ### Before you begin (Prerequisites) * **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **Service must exist**: The service must be created first. See: [How to Create a Service](/products/control-panel-overview/billing-payments-hub/create-service.md). * **Payment processor**: Must be connected. See: [How to Link a Payment Processor](/products/control-panel-overview/admin-overview/link-payment-processor.md). > **Service vs Membership**: A Service is a standalone recurring charge — no membership card is created. Use it for locker rentals, parking, spa access, and similar recurring charges. For membership enrollment (which creates a card), see: [How to Enroll a Member](/products/control-panel-overview/membership-management-hub/enroll-member.md). > **Service vs Add-On Feature**: An [Add-On Feature](/products/control-panel-overview/membership-setup-overview/setup-addon-membership.md) is a membership program type that creates a membership card and uses membership email triggers. Use a Service for simple recurring charges; use an Add-On Feature when you need the membership wrapper. ### Instructions 1. Navigate to [**SELL > View Subscriptions**](https://control.peoplevine.com/subscriptions) and click **SUBSCRIBE A PERSON** (green button, top left). > **Note (Pro Dash):** Navigate to **SELL > Subscriptions > Subscribe to Plan**. 2. Under **Select Subscription Type**, select **Service** at the top, then select the specific service from the list using the radio buttons. Use **Search Items** to filter if needed. Click **CONTINUE**. 3. **Find the person**: Search for an existing person and click **USE THIS PERSON** — or click **REGISTER NEW PERSON** to create a new CRM profile first. 4. **Configure billing**: * **Select Billing Frequency** — pre-populated from the service. * **Recurring Charge** — editable if the person has special pricing. * **Tax Amount** — pulled from platform settings (not editable). * **Total Charge** — sum of Recurring Charge and Tax Amount (not editable). * **Service Fee** — read-only; set in service settings. Displays as $0 until a credit/debit card payment method is assigned under Payment Info. * **Prorate this membership** — toggle to prorate the first charge. * **Automatically charge the customer each billing cycle** — enabled by default. * **Date Subscribed** — defaults to today. * **Next Billing Date** — leave blank to charge now; set a future date to delay the first charge. * **Select Affiliate** and **Associate with a Location** — optional, for reporting. * **Notes** — internal notes on this subscription. 5. Optionally change the **Billing Contact** if different from the person being subscribed. For service-only subscriptions (no membership), changing the billing contact moves the entire subscription to the new contact's profile. 6. Select a **Payment Type**: * **Credit Card** or **ACH (eCheck)** — saved on file for recurring billing. * **Invoice** — creates an invoice; collected via auto-sweep if House Account Billing is enabled, or manually collected if not. * **Wire / Cash / Paper Check** — one-time only, will NOT persist for recurring billing. * **Voucher** — applies a voucher code to cover the charge. * **Entry** — records a manual entry with no payment collected. * **Not Required** — skips payment at enrollment. A payment method must be assigned before the next billing date or the charge will fail. 7. Click **CREATE** to complete the subscription. ### Best Practice Set the next billing date deliberately — this is the most impactful field for controlling when billing begins. ### What Happens Next * **On the system side**: The subscription activates and the person is billed on the configured schedule. No membership card is created. The subscription appears on the person's CRM profile under **Subscriptions**. * **Next step**: [How to Manage Subscription Billing](/products/control-panel-overview/billing-payments-hub/manage-subscription-billing.md). *Last updated: 2026-05-24* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.peoplevine.com/products/control-panel-overview/billing-payments-hub/subscribe-to-service.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.