Subscriptions Tracker

This feature allows businesses to track renewal dates and costs for recurring subscriptions. Subscriptions can be assigned to locations, staff, custom tags, and star ratings (relating to importance).

1. Go to 💻 Workplace > Subscriptions Tracker
2. Click the + button in the top right corner
3. Start typing the subscription name (erly will suggest known subscriptions)
4. Enter remaining fields (if applicable)
5. Click Add Subscription

1. Click on the Green button on the right
2. Enter the amount paid
3. Check the Date Paid and New Renewal dates (these will auto-fill based on current date and billing period but can still be manually adjusted)
4. Click Mark Paid & Update Renewal

• The Record Payment button can also be used to view your payment history, which can also be deleted if payment records need to be changed.

⚠️ Deleting a record will also delete all payment history and cannot be recovered!

• You can click the blue Edit button to update details and click Update Subscription to save
• Click the blue Edit button, then click the red Delete button if you want to completely remove this subscription and payment history.

1. Click the blue Edit button
2. Cange the Subscription Validity dropdown to 'Archive - No Longer Subscribed'
3. Click Update Subscription

1. Change the 'Sort By' dropdown to Archive
2. Click Get Subscriptions