How to Setup Subscriptions & Payment Links!
Make it easier for customers to pay with Sudsy CRM Subscriptions & Payment Links! In this feature video, Andrew St-Pierre walks through how to create recurring programs, memberships, seasonal services, deposits, and special offers with simple payment links. Learn how to set recurring billing, customize payment pages, add terms and conditions, apply coupons, pre-fill customer information, and automatically deactivate payment links when a promotion or program ends. You can even connect payments to workflows that send contracts and automate customer onboarding. Whether you're running a Winter Wash Program or preparing for Black Friday, payment links make getting paid simple, fast, and professional!
Andrew St-Pierre
10/4/20263 min read
HOW TO SETUP SUBSCRIPTIONS & PAYMENT LINKS!
MAKE PAYMENTS SIMPLE FOR YOUR CUSTOMERS
Managing recurring payments doesn't have to be complicated. With Sudsy CRM, you can create subscriptions and payment links that make it incredibly easy for customers to pay for your services.
Whether you're offering a WINTER WASH PROGRAM, MEMBERSHIP, DEPOSIT, PACKAGE, OR SPECIAL PROMOTION, payment links give your customers a quick and convenient way to get started.
CREATE YOUR SUBSCRIPTION
Start by creating an item inside Sudsy CRM.
For example:
❄️ WINTER WASH PROGRAM
🚗 Monthly Car Wash
💵 $49.99 / MONTH
You can make the payment RECURRING and choose how often customers are billed:
➜ Daily
➜ Weekly
➜ Monthly
➜ Custom intervals
You can also specify a set number of payments if you want the subscription to automatically end after a certain period.
WHY PAYMENT LINKS ARE SO POWERFUL
One of the features Andrew highlights is PAYMENT LINKS.
Instead of spending time going back and forth with customers about payment, simply create a link and send it directly to them.
📲 TEXT IT
📧 EMAIL IT
🔗 SHARE IT
Your customer clicks the link, enters their payment information, and they're ready to go.
No complicated signup process. No unnecessary phone calls. Just CLICK → PAY → DONE!
CUSTOMIZE YOUR PAYMENT EXPERIENCE
Sudsy CRM gives you control over how your payment link works.
You can:
✨ Add your business information
✨ Add terms and conditions
✨ Redirect customers to a custom URL
✨ Set automatic deactivation dates
✨ Include taxes
✨ Enable coupon codes
✨ Automatically apply discounts
✨ Pre-fill customer information
You can even set an expiration date for a seasonal program.
For example, if your Winter Wash Program ends March 31st, you can configure the payment link to deactivate automatically.
MAKE IT EASY FOR YOUR CUSTOMERS
One of the biggest advantages is how simple the process becomes.
If the customer's information is already stored in your CRM, their details can be automatically filled in when you send them their personalized payment link.
That means less typing and fewer opportunities for customers to abandon the payment process.
SEND THE LINK → CUSTOMER PAYS → SUBSCRIPTION IS ACTIVE.
It's that simple.
MANAGE YOUR SUBSCRIPTIONS
Once customers start paying, their subscriptions can be managed directly inside the CRM.
You can view important information such as:
➜ Customer
➜ Payment source
➜ Subscription date
➜ Status
➜ End date
You can also adjust subscriptions manually when needed.
This is especially useful for seasonal programs where you may want to extend or end a customer's subscription based on your business schedule.
COUPONS & SPECIAL OFFERS
Want to run a promotion?
No problem.
You can enable COUPON CODES and create special discounts for your customers.
For example:
🔥 FIRST 10 CUSTOMERS — SPECIAL DISCOUNT!
You can even automatically apply a coupon to a payment link so the customer doesn't have to enter the code themselves.
Perfect for:
🎯 Black Friday
🎯 Seasonal promotions
🎯 New-customer offers
🎯 Membership launches
🎯 Limited-time deals
CONNECT PAYMENTS WITH AUTOMATION
Payment links become even more powerful when you connect them with workflows.
Once a customer completes a payment, you can trigger additional actions.
For example:
💳 Customer completes payment
⬇️
⚙️ Workflow starts
⬇️
📄 Contract is sent
⬇️
✍️ Customer signs
⬇️
✅ Customer is ready to go!
This can help automate your onboarding process while keeping everything organized inside your CRM.
PAYMENT LINKS AREN'T JUST FOR SUBSCRIPTIONS
Don't think payment links are only useful for memberships.
You can use them for:
💰 DEPOSITS
❄️ SEASONAL PROGRAMS
🔥 BLACK FRIDAY SALES
🚗 DETAILING PACKAGES
🎁 SPECIAL OFFERS
📅 APPOINTMENT PAYMENTS
🔄 RECURRING SERVICES
If you have a service that requires a simple payment, a payment link can make the process much easier.
STOP CHASING PAYMENTS. START SENDING LINKS
The easier you make it for customers to pay, the smoother your sales and onboarding process can become.
With Sudsy CRM, you can create subscriptions, build payment links, manage recurring payments, offer discounts, and connect payments to automated workflows all while keeping the customer experience simple.
🌐 LEARN MORE: https://sudsycrm.com/
LIKE • SHARE • SUBSCRIBE • FOLLOW
👍 LIKE if payment links could simplify your business!
💬 COMMENT with the payment feature you'd like to see next!
🔄 SHARE this with another business owner who needs easier payments!
🔔 SUBSCRIBE for more Sudsy CRM features, automation & business-growth content!
📲 FOLLOW Sudsy CRM and stay connected for more powerful tools!
CLICK. PAY. DONE. THAT'S THE POWER OF PAYMENT LINKS!
SudsyCRM is an all-in-one automation and customer management platform that helps businesses capture every lead, automate follow-ups, and streamline operations. Replace multiple tools with one powerful system and scale faster with less stress.
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