Documentation

Profiles

Profiles are a new, optional feature in StoreMantis 1.5.6. They allow you to set up recurring payments for your customers. Profiles are useful if you plan to sell products by subscription, if you are promoting a discount or member's club, or if you are simply breaking up payments into smaller portions. This feature gives the store owner more control over how customers are charged for products or services.

In order to set up a recurring payment or view your existing profiles, first open your Catalog > Profiles Tab.

Here, you may choose Insert to create a new profile, you may select a current profile and select Copy, which will create a duplicate, or you may Delete an existing profile.

Adding New Profiles

If you choose to Insert a new profile, you will see the following options:


Adding a Trial to a Profile

If you choose to enable a free trial or special pre-payment program, the form will ask for the following information:

In this example, the trial cycle and trial duration are both set to "1," and the frequency is set to "month," creating a free trial of this plan that lasts one month only. If you wanted to make a free trial that lasted two weeks, you would set trial duration to "1," trial cycle to "2," and trial frequency to "weeks."

Do not forget to Save when you are finished, and you will see your new profile listed on your Profile page.
Now, in order to apply your new profile, you must connect it both to a product and to a customer group. Learn more about how to make a customer group on the Customer Group page.

Applying Your Profile to a Product

Once you have created your customer group and added your selected customers to that group, you are ready to apply your profile to a product.

Open your Catalog > Products page and choose a product. Click Edit, then click the Profile tab.

Click Add Profile, and you will see dropdown boxes appear that will allow you to choose which Profile and which Customer Group to apply to that particular product. When you are finished, click Save.

Your new Profile has now been applied to your selected customers for your selected product.