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Rental subscriptions with Rentals & Bookings

2 min read

With Rentals & Bookings on the same store, the Subscriptions & Memberships app can charge a rental’s card every period: “$49 a month until you return it”. Rentals & Bookings books the unit and tracks the return; this app charges each period. The rental appears in both apps.

Which billing to use #

Rentals & Bookings can bill a rental by the period in three ways:

BillingWho chargesWhere it is set up
An invoice each periodRentals & Bookings sends a Shopify invoice with a payment link. Works at POS, with B2B and with quotes.Ongoing and fixed-term rentals
Another app’s subscription planThat app charges the card.Subscription apps and purchase options
SI Subscriptions & MembershipsThis app charges the card each period with its own rental plans.This page

With this app, Rentals & Bookings knows each period is paid, the booking shows “Billed by SI Subscriptions & Memberships” with Manage in SI Subscriptions & Memberships, and ending the rental in either app ends the billing.

Before you start #

  • Rentals & Bookings installed on the same store, on any plan.
  • Rental products set up in Rentals & Bookings. The setup guide’s Rental products step checks it.
  • The Subscriptions app embed turned on in your theme (for the recommended setup below).

Make a rental plan #

  1. Open Plans and create a plan of type Rental.
  2. Add its frequencies (for example every month) and the rental products or variants it is for. A rental plan only attaches to rental products.
  3. Leave out the free trial and the sign-up fee: rental plans have neither, because the first period is paid at checkout.
  4. Save. On the product page, the rentals calendar offers the plan next to the one-time rental.

How rental plans are added to the cart #

Choose it in Settings › General › Rental subscriptions:

SettingWhat it does
A separate “Rental plan” line (recommended)The rental line pays the first period, and a “Rental plan” line next to it carries the plan. Each period after is charged at the rental’s own price for one period. Works with every rental product. The app makes a hidden product called “Rental plan” for these lines; leave it as it is.
The plan on the rental product itselfThe plan sits on the rental line, priced by the plan. “Use the plan on the rental itself only if your rental products have a fixed price per period.”

When a rental ends #

  • The customer clicks End rental in their account: “We’ll ask you to return the item by the end of the period you’ve paid for.”
  • Staff click End rental on the subscription’s page, or end the rental in Rentals & Bookings.
  • Checking the item in at the rentals desk ends the subscription.

When a customer ends a rental sets the billing after that: Use the rentals app’s setting (default), Stop billing at the return date or Keep billing until the item is back. Late days after the return date are Rentals & Bookings’ late fees.

What’s different for rentals #

  • A rental can’t skip a charge, and can’t be paused while the item is out.
  • When every retry of a failed payment fails, the subscription isn’t paused or cancelled: the item is asked back by the end of the paid period (“Payment failed: the item was asked back.”). A new card still retries the charge.
  • Rental plans can’t be prepaid, sent as gifts or billed on a set day.
  • Kits can’t be rented on a subscription.
  • Rentals are booked in Rentals & Bookings, so New subscription in this app doesn’t book them.

Good to know #

  • The subscription’s page in this app has a Rental card with Open booking, the return date and whether the item is with the customer.
  • If you remove this app, Rentals & Bookings marks its rentals “Billing app removed” and offers Switch to invoice billing for each one.
  • If you remove Rentals & Bookings, existing rental subscriptions keep billing, but no new rental plans can be sold.