Integrate Subscriptions as Products

[mihai.margineanu]

Hello! I installed the last version on Bionic Beaver. Works great. I am also interested about some extensions, but I come with a new case which I don't know how to solve.
Example: I have a friend with a swimming school for kids. He is selling different type of subscriptions per month/per year and so on. Let's say one swimming hour represents 1 unit. Lessons are individuals and also per group. It's very hard to keep evidence for all the customers in a google calendar and also have reports and notifications when client x subscription is near end. Do you think you can help? Regards,

[Maximus]

Hi,
My vision of the task is:
1. Let's say the Contact entity can be used to store the kids' info.
2. For individuals lessons you may create a new Event type entity and link it with Contact (Many lessons to one Contact). So now you can link many lessons to any Contact, count them, sum a total duration etc.
3. For group lessons you may use the Meeting entity as there is a very useful attendees panel.

The custom Event type entity and the Meeting entity can be sync with Google Calendar thanks to Google Integration Pack extension https://www.espocrm.com/extensions/google-integration/.
For creating reports or more complex automation flows, you will need to utilize Advanced Pack https://www.espocrm.com/extensions/advanced-pack/.

With Workflow/BPM you can also build a logic that will notify when a client x subscription is near to end.

I suggest you to register a Personal Demo Account where you can test all extensions and try to build the desired logic https://www.espocrm.com/cloud-registration/.

The main documentation is here https://docs.espocrm.com/.

[mihai.margineanu]

Hello Maximus. I created the Event type entity and link it with contact. Just a small problem. If I don't complete the field 'name' from my new entity - subscription called Abonament RED when I check the calendar I have a record coloured but no name attached. I want the name of the contact to appear also in the calendar. I will attach 2 screenshots. I disabled the field name as mandatory. I am trying to find a solution to display the kid name in the calendar

[Maximus]

Hello,
There is no such an ability. Only name and date are populated.
As a workaround, you can try to set a Formula that will set into the 'name' field a name of the first related user.