Before selling Service Plans to your customers, you must create Service Plan Templates first.
Learn how to sell a service plan to a customer with this interactive demo:
1. Select the customer & service plan location
Click the Customers icon in your navigation bar and then click on the customer's name.
Click + Service Plan in the top right corner. Note: The customer must have an address on their profile in order to add a Service Plan. Service Plans are assigned to individual addresses.
2. Set up the plan details
Select the service plan template. Based on the template selected, the rest of the form will update accordingly.
Choose the plan start date.
Select any add-ons if available.
The month/year of each included visit will autofill based on the amount of visits in the plan and the start date. If these need to be adjusted click the month/year drop down and select the correct month/year for each visit.
Note: If the first visit has already taken place you can mark that visit as completed or link to an existing invoice.
After reviewing all the details of your plan click NEXT.
Choose whether you will send the plan to the customer to accept or if you are accepting the plan on behalf of your customer.
If a customer has already paid for the plan, accept the plan on behalf of the customer and use the "My customer has already paid for this plan."
3. Accept the plan & collecting payment
Based on what you chose on the set up plan page you will be prompted to either SEND the plan to the customer or FINISH & PAY.
Sending the Plan to the Customer to Pay/Approve
Review the selected plan and press SEND in the top right corner to email the plan to your customer for approval. Your customer will be given the option to enter their credit card to pay/accept the plan. Their credit card information will be stored on file for subsequent payments related to their plan and will be automatically billed at whatever frequency was selected. What Will My Customer See When I Send Them a Service Plan?
Accepting the Plan on Behalf of the Customer
Review the plan and press FINISH & PAY in the top right corner. Note: Accepting on behalf of the customer is necessary if you have allowed for and are taking a Cash/Check/Other type of payment. The customer can only apply a credit card payment from the customer portal to accept a plan.
You will be automatically dropped to the payment screen. From here you can select and apply whichever form of payment you have taken. If it is a credit card payment, the customer's credit card information will be stored on file for subsequent payments related to their plan and will be automatically billed at whatever frequency was selected.
Up Next: Schedule Service Plan Visits