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Set Up a VIP Subscription Enrollment in Phoenix

Setting up a VIP subscription in Phoenix requires configuring billing types, creating products, and linking them to define the enrollment flow.

This setup allows you to:

  • Enroll customers automatically after a direct purchase.

  • Offer a trial period (VIP initial).

  • Transition customers into a recurring subscription (VIP recurring).

In this guide, you’ll learn how to configure each component and connect them into a complete VIP subscription flow.

Prerequisites​

Before you begin, ensure that:

  • You have access to the Phoenix Dashboard.

  • A store is already created and available.

  • You have permission to manage Billing Types and Products.

Create Billing Types​

Billing Types define how and when customers are charged. For this flow, you will create three billing types: Direct Sale, VIP Initial (trial), and VIP Recurring.

Create Direct Sale​

This billing type is used for the initial one-time purchase that enrolls the customer into the subscription flow.

To create the Direct Sale billing type:

  1. Go to eCommerce.

  2. Select Billing Type.

  3. Click + Add Billing Type.

  4. Complete the form using the following values:

    • Select Client: Your client name

    • Select Store: Your store name

    • Billing Type Name: Enter Direct Sale

    • Billing Type: Select Direct Sale

    • Reporting Type: Select Direct Sale

    • Billing Frequency: Select One Time

    • Payment Delay: Select No

    • Payment Mode: Select Sell

    • Next Billing Type: Select No

    • Next Billing Product: Select No

    • Use Same Product as Main Order: Optional

    • Set as Default: Optional

  5. Click Confirm.

Create VIP Initial (Trial)​

This billing type defines the trial period before the recurring subscription begins.

To create the VIP Initial billing type:

  1. Click + Add Billing Type.

  2. Complete the form using the following values:

    • Select Client: Your client name

    • Select Store: Your store name

    • Billing Type Name: Enter VIP Initial

    • Billing Type: Select Subscription

    • Reporting Type: Select VIP Initial

    • Billing Frequency: Select One Time

    • Payment Delay: Enter your trial period (for example, 14 days)

    • Payment Mode: Select Authorize(2 minutes)

    • Next Billing Type: Select No

    • Next Billing Product: Select No

    • Use Same Product as Main Order: Optional

    • Set as Default: Optional

  3. Click Confirm.

Create VIP Recurring​

This billing type defines the ongoing subscription after the trial period.

To create the VIP Recurring billing type:

  1. Click + Add Billing Type.

  2. Complete the form using the following values:

    • Select Client: Your client name

    • Select Store: Your store name

    • Billing Type Name: Enter VIP Recurring

    • Billing Type: Select Subscription

    • Reporting Type: Select Monthly Rebill

    • Billing Frequency: Select Multiple

    • Payment Delay: Enter your billing cycle (for example, 30 days)

    • Payment Mode: Select Authorize(2 minutes)

    • Next Billing Type: Select No

    • Next Billing Product: Select No

    • Use Same Product as Main Order: Optional

    • Set as Default: Optional

  3. Click Confirm.

Create Products​

After creating the billing types, you need to create products and assign the corresponding billing types.

Create VIP Initial Product​

This product is used during the trial period.

To create the VIP Initial product:

  1. Go to eCommerce.

  2. Select Products.

  3. Click View.

  4. Click + Add Product.

  5. Complete the form using the following values:

    • Name: Enter VIP Initial

    • Product Type: Select VIP Initial

    • Price: Enter your price (for example, $29.99)

    • Status: Select Draft

    • Publish Scope: Select Web

  6. Click Add Product.

    After creating the product, the Edit Product screen opens automatically.

  7. In the Billing Type field, select VIP Initial.

  8. Click Update.

Create VIP Recurring Product​

This product is used for the ongoing subscription.

To create the VIP Recurring product:

  1. Click Add Product.

  2. Complete the form using the following values:

    • Name Enter VIP Recurring

    • Price Enter your price (for example, $29.99)

    • Status Select Draft

    • Publish Scope Select Web

  3. Click Add Product.

    After creating the product, the Edit Product screen opens automatically.

  4. In the Billing Type field, select VIP Recurring.

  5. Click Update.

Once all billing types are created, you must link them to define the subscription flow.

To link the billing types:

  1. Go back to eCommerce.

  2. Select Billing Type.

  3. Locate VIP Initial and click the edit icon.

  4. In the Add Next Billing Type field, select Yes to access further options.

  5. Select VIP Recurring from the dropdown in the Select Next Billing Type field.

  6. Click Confirm.

How the VIP Subscription Flow Works​

After completing the setup, the system processes the subscription as follows:

  • A customer completes a Direct Sale.

  • The customer is automatically enrolled in VIP Initial.

  • The trial period begins (for example, 14 days).

  • After the delay, the customer is charged for VIP Recurring.

  • The subscription continues based on the defined billing cycle (for example, every 30 days).

Your VIP subscription enrollment is now fully configured.

Customers will automatically move from the initial purchase to the trial period and then into a recurring subscription without manual intervention.

To continue configuring your store and subscription flows, review these guides: