Feature Requests

Hey team I have a client where we have two subsctiption products that are interlinked as subscription levels - so far so good. But we have quite a few end users that when they want to change their subscription level they go in and make a new purchase via the product's order form, instead of going in to their dashboard -> order history -> subscription product in order to make changes to their existing subscription. We've made a video guide, links to order history etc. but we still have people making new purchases and then we have to go in and clean up the mess with several subscription products and refund them. I would love if it was someway possible that Simplero detects this and gives them a message "hey it looks like you're trying to up/downgrade your subscription - to make changes to your existing subscription go here (LINK)" Or even better can choose that it's up/downgrade to their existing subscription on the orderform and then it makes the correct setup internally as if they went through "subscription change" - but this might be more difficult? Thanks for all your great work to make Simplero even better 🥳 and for considering this request. Best Sarah Certified Expert

Please vote!! Bottom line question you ahve to ask yourself. "What if I accidentally add the wrong person in the future, type the wrong product, charge the wrong amount, ANYTHING we do in the future could lead to a bookkeeping mistake I cannot undo, alter or change." ================================================================ Right now the system locks down all payment or charges after they are added either through purchase or manual add. CAUTION! Any innaccurate or incomplete manual add is irreversible as it sits now. Testing the product by adding test records? Congrats these are now permanently part of your Invoice numbers and file records. Wrong price added manually or want to get rid of the test above? Sorry, you need to add another not real opposite credit to offset the mistake. So now you have two fake, wrong or not real transactions forever. Want to edit a comment for a charge? Too bad your stuck with your original wording. ------------------------------------------------------------------------------------------ Love the software but this is like Quickbooks stating you can't edit an account line item once imported into the system. Really? This makes me feel like I can't use the functions of the software. Which frankly is sad because I do love the software, but this just put me in a wheelchair in terms of being able to use. So now I have fake invoices I have added and now have to counter those with fake secondary items to zero them out, really? I have users showing grey boxes of cancelled products they never owned. My sales numbers and percentages are off. What if I accidentally add the wrong person in the future, type the wrong product, charge the wrong amount, ANYTHING we do in the future could lead to a bookkeeping mistake I cannot undo, alter or change. I’d never be able to export any information because I’d have to sort through pockets of wrong data. This isn’t a nice to have thing it is absolutely necessary for anyone to control their system and books and have no idea what the pushback would be. Archive it for whatever perceived need is it whatever but I need to be able to get the ground truth of reality in my operations.

The ability to group/categorise multiple prices under one product; and set up triggers based on price groups/categories. An example: We currently have approx. 100 prices under one product. We need to set up a trigger to enter an automation when the product is purchased but only need this for certain prices and do not want other price purchasers entering the automation. For us to trigger the automation for only the selected prices, we cannot trigger based on product, and therefore requires manually setting up a trigger in each individual price. As we have so many prices it can also be challenging to find a certain price in the list. There are also old prices that are no longer in use that are still cluttering the price list. The ability to group these and filter based on group/category would be super helpful. Thanks!

All of my sales are conducted over the phone and I fill out the order form rather than the client. I'd love the option to send an agreement after they purchase so they can review the fine print on their own time. I currently use an outside platform to send agreements, but since it's a feature that Simplero has, that seems silly :)

It would be great if we could have a separate participant agreement on a product based on price. We have products that we want to setup a different participant agreement per the price.

Hey team Currently we are not able to pick funnel-pages as a primary sales page on a product - we can pick a funnel thank you page. I would love to have that option added, thanks 🙏 Sarah

In the name of a cleaner UI there are a variety of features in the software that don’t show up unless you activate certain settings, etc. I get it if the options are irrelevant unless another option is selected, but there are items that literally disappear later if not initially selected. The product trial setup for a particular pricing is one of those. I had need to setup a trial after adding the price to accommodate a client request, but to my amazement this option is removed and is no longer an option for me after I setup the price. I only have two options. Delete the pricing entirely which when already used for purchases is not a real option or two do a manual reconfiguration process to add a new iteration of time that is free and then drag that time iteration above the normal yearly fee to recreate what would normally happen if I setup a free trial during initial setup. No one would even know about or guess how to do that on their own. This process is not documented anywhere. But the real question is why am I having to jump through hoops later to add a free trial? Why not have the same add a free trial field that creates that free time iteration as it does originally if I add a free trial after the fact? Having features "disappear" if not initially selected is not good practice. It should always be there, or at least noted in the interface so you have some mental awareness that that was going to happen. In fact after the free trial item it actually says the exact opposite: "You'll have additional options after creating your price" But even if you knew if would disappear you would have no idea how to recreate that free trial setup unless you talked to support.

Some platforms have automatic email / text reminders to people who have started a purchased but abandoned before checkout. I would love this feature added to Simplero.

Please add a trigger that turn off (and on) the auto renew button on a subscription product. 🙏Thank you in advance. All the best🤗 and kind regards, Jannik Holgersen

Can we have the ability to 'Manage Subscription' or 'Manage Purchase' of the product that gave access to a site? Currently, it's a click-heavy process and our less techy users get lost. It's asked for a lot by my clients for a variety of reasons, but the most recent use-case: We want to be able to display upgrade/downgrade options inside a Membership site, but it's currently too difficult/not smooth for most users to find their way to their account > Products > Select Product > Manage Payment THEN upgrade/downgrade. We want to be able to add a button on a page of the site that says Upgrade/Downgrade/Manage Subscription HERE - which takes them directly to the Manage Payment page (of the product that gave them access to that site). Please and thank you heaps! 🙏