New subscription · Bright CRM

Service

Service * Product family *

ExternalId is generated on submit — admins don't need to pick one.

Organisation / subscription name * Customer email * Should match an existing customer's email — if no match exists, create the customer first.

Default paid-to date * Default expiry date *

Annual employer cap Annual employee cap

Offer code Leave blank for none. Promotional codes can be applied later from the subscription detail page.