Create a customer subscription
Steps to link a customer to a subscription plan, set the delivery method, and record payment details.
This article covers creating a new subscription for a customer from the "إدارة العملاء (CRM)" (Customer Management) page.
Before you start
- You need at least one subscription plan already created from "خطط الاشتراكات الشهرية" (Admin → Subscriptions) before you begin.
Steps
- 1From "إدارة العملاء (CRM)", click "إضافة عميل" (Add customer) at the top of the page.
- 2In "بيانات العميل" (Customer data), enter "اسم العميل" (Customer name) and "هاتف العميل" (Phone) — both required — and an optional email.
- 3In "بيانات الاشتراك" (Subscription data), pick a plan from "اختر خطة" (Select plan) and set the start date (defaults to today).
- 4Under "طريقة الاستلام" (Fulfillment method), choose "توصيل" (Delivery) or "استلام" (Pickup). For delivery, fill in the delivery address and time.
- 5In "بيانات الدفع" (Payment data), choose the payment method (cash, transfer, mada, Visa, Apple Pay, deferred), and enter a receipt/reference number and delivery fee if applicable.
- 6Add any notes, then click "✓ إنشاء الاشتراك" (Create subscription).
How to verify
Confirm the new subscription shows an "ACTIVE" status on the customer's profile.
Common errors
Problem
Alert: "الرجاء ملء الاسم، الهاتف، واختيار الخطة" (Please fill in name, phone, and select a plan).
Solution
Name, phone, and plan are all required before saving.
Problem
"رقم الجوال مستخدم مسبقاً لعميل آخر في هذا المطعم" (This phone number already belongs to another customer).
Solution
The phone number is already linked to an existing customer in this facility — search for that customer instead of creating a new one.
Problem
The "اختر خطة" (Select plan) dropdown is empty.
Solution
Create a subscription plan first from "خطط الاشتراكات الشهرية" before linking a customer to it.
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