Step 1:

 Create your preset plans by accessing your Price List through your Account Settings:


Add a New Recurring Service Plan

Your service plans will include:

  • Plan name and a description - what the plan includes and/or benefits that are included 
  • Plan duration (1 year, 2 year, 3 year or indefinite)
  • Included service visits (per year)
  • Plan price and the billing cycles available for your customer to choose from 

Please note: indefinite plans do not have a plan cost, you will need to add the amount you want your customer to pay based off of the billing duration.

Check out this article to learn What will my customer see when I send them an agreement?

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