When you add a recurring service plan to a customer, you will have the option to Send Plan to Customer to Accept OR Accept Plan For Customer.
SEND PLAN TO CUSTOMER TO ACCEPT
If you Select "Send Plan to Customer to Accept" you will then need to press "Next" in the top right. You'll see the options to either "Save" or "Send." If you choose to save now, your customer won't see anything yet. If you choose "Send", your customer will receive an email, prompting them them to view their plan, and pay for it if they have any payment outstanding.
Your Customer will receive the following email in the inbox populated with your company logo, company name, and company contact information
When your customer clicks on "View My Agreement" they will see a plan summary, select the billing cycle that they would like to pay if you offer your customers multiple options, and enter their payment information. If they will be paying on a recurring basis, they will be asked to save & store their card information by creating a Housecall Client Portal account. With this account, they can view the terms of their plan, see their billing schedule, and update their card information.
ACCEPT PLAN FOR CUSTOMER
If you "Accept Plan for Customer" you will need to indicate whether or not your customer has already paid for this plan.
MY CUSTOMER HAS ALREADY PAID FOR THIS PLAN
If your customer has already paid for the plan, you will be prompted to Accept the plan on behalf of your customer. Your customer does not receive an email.
MY CUSTOMER HAS NOT ALREADY PAID FOR THIS PLAN
If your customer has not already paid for the plan, you will be prompted to input the payment information for your customer and authorize the credit card charge.
After you charge your customer for their recurring service plan, they will receive an email receipt AND a summary of their new plan.
Summary of New Plan:
ffCheck out our tips on how to better connect with your customers.