Key Submatic features

Membership Management

• Branded online sign-up page
• Digital membership card (Apple and Google Wallet)
• Multi-person memberships
• Member-facing portal
• Upsells and donations
• Custom fields
• Promo codes for sign up
• Expiration management
• Two-click customer renewal
• Renewal communications
• Renewal grace period
• Welcome gift
• Birthday perk
• Anniversary gift
• Customer profiles
• Redemption log
• Customer groups
• Pause and cancel options
• Custom cancellation form
• Membership enrollment limits
• Upgrade/downgrade plan
• Customer-facing terms configuration
• Custom member IDs

Subscription Management

• Automatic billing
• Custom billing emails
• Automatic dunning
• Configurable billing schedules
• Prorated billing
• Customer cancellation rules
• Multi-frequency subscriptions
• Pick-up, shipping, or delivery fulfillment
• Invoice management
• Manual payments and voids
• Automatic expired card reminders
• Subscription migration tool

Product Subscriptions

• Allow customers to subscribe to any product
• Order and category-level minimums
• $ or quantity min/max
• Automatic and volume discounts
• Frequency choice
• Fulfillment choice
• Day-of-week choice
• Automatic email reminders

Club Allocations

• Product allocations
• Enable customer selection
• Magic link for customization
• $ or quantity min/max
• Automatic allocation communications

POS Integration

• Square integration
• Lightspeed integration
• Clover integration
• Automatic member discounts
• Coupons and store credit
• Gift card integration
• Customer tagging and custom fields
• Customer group sync
• Sell memberships from your POS
• Inventory sync
• POS order fulfillment
• Location sync
• Tax rate sync

Payment Processing

• Square integration
• Stripe integration
• Process with any major credit card processor
• Supports Fiserv, Global Payments, Worldpay, and more
• Card-on-file management

Communications & Marketing

• Member messaging system
• Audience filters
• Variables for personalization
• Mailchimp integration
• Promotion and coupon engine
• Member referral programs
• Support for Google Tag Manager

Shipping & Fulfillment

• Shipping rate tiers
• Shipping rate zones
• Free shipping threshold
• State-specific whitelist
• Zip code whitelist

Tax Management

• Multi-location tax configuration
• Combined tax rates
• Tax included in price
• Customer-specific tax rates
• Automatic tax rate calculation

Reports