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How to manage subscriptions in Homelok

Overview

In the subscription section in Salto Homelok you can consult your subscription plan, manage payment details and view your billing history.

You access this section via Settings > Subscription. This section is only visible to users with the owner role.

Settings - Subscription screenYou access the 'Subscription' section via the 'Settings' page

To be able to create a subscription in Homelok, a SALTO certified installer must first set up an installation for you.

Subscription workflow

CustomerPartner
Create installation
Create installation
Partner
Installer creates access plan
Installer creates access plan
Transfer ownership
Transfer ownership
Partner
Installer transfers ownership to customer
Installer transfers ownership to customer
Accept transfer
Accept transfer
Customer
Customer receives invoice
Customer receives invoice
Customer
Customer makes payment
Customer makes payment

See also the section on creating installations for more details.

Creating a subscription

A SALTO certified installer first creates and sets up the installation, with its corresponding hardware, before handing it over to you to manage. Certified installers have a period of 14 days to set up an installation before transferring it to their clients. See also the section in this user guide on transferring installation ownership.

Once the SALTO partner transfers the installation over to you, you have a 14-day trial period, during which you can fill out the billing details in the Subscription > Payment details tab.

Note that when creating an installation you must add a billing address so invoices can be raised. The payment card details can be added later.

Billing address screenYou must add billing address details when creating an installation

Payment details

Although you have a 14-day trial period, it's generally expected that once a SALTO certified installer transfers the installation to you, you would then add this information to the Payment details tab.

Add payment detailsUse the 'Add payment details' button to enter your payment method

You will only be charged once the trial period has come to an end. The first invoice comes once the trial period ends, and this includes the prorated charges from this day until the end of the current month. The following invoices will be aligned to the first day of each month.

SALTO accepts all major credit and debit cards as payment methods.

Subscription payment processEnter your payment details to begin your subscription

If required, you can edit these details at a later date in the Payment details tab.

Billing history

This section allows you to see at a glance the monthly payments you've made, and any pending payments you might have.

Subscription billing historyExample of a subscription billing history

Editing details

You can edit or update billing details, like your card number or address at a later date if required.

Subscription edit detailsYou can edit your payment and billing details at a later date, if required

Promo codes

If you've been provided with a promo code, you can use it to get a discounted price on your subscription.

This could be, for example, 10% or 20% off the total subscription cost.

To apply a promo code, click on the Do you have a promo code? text within the Subscription section.

Do you have a promo code option'Do you have a promo code?' option

Enter the promo code you've been provided with and click Apply.

Subscription promo codesEnter the promo code and click 'Apply'

You can apply more than one promo code to a subscription.

List of promo codesPreviously-applied promo codes are displayed in the 'Subscriptions' section

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