About

The Zoho Subscriptions training course is a two-day online training program that is aimed at enabling subscription businesses to set up their organization in Zoho Subscriptions and learn best practices for using the software. Each module includes a concept explanation, demonstration, hands-on exercises, and a Q&A session.

Who can attend?

Subscription business owners from different domains like SaaS, membership clubs, marketing or consulting services, web design and development services, telecommunication/ISP/IoT services, subscription boxes, publishing, and digital media subscriptions.

Day One - 3 Hours

Module: 1:

Introduction

  • Introduction to subscription billing
  • Setting up your organization
  • Configuring billing model
  • Setting up Plans and addons
  • Customizing Invoice, email and hosted page templates
  • Connecting with a payment gateway (for online payment)
  • Embedding plans on your website: Widgets and hosted pages
Module: 2:

Subscription workflow

  • Automating creating subscriptions from your website
  • Creating subscriptions manually
  • Subscription lifecycle
  • Accepting payments
  • Self-service Portal
  • Reports

Day Two - 2 Hours

Module: 3:

Advanced options

  • Integration: Zoho apps and third-party apps
  • APIs
  • Webhooks
  • Custom functions
  • Custom domains and SSO for portal
Module: 4:

Best practices

  • Security (PCI and TFA)
  • User role restrictions
  • Mobile applications (Passcode, Touch ID, and Face ID)

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

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