Step 1: Click on the CUSTOMERS icon in your navigation bar and then click on the customer's name
Step 2: Click on + SERVICE PLAN in the top right hand corner of the screen
Step 3: If there are multiple addresses, select the correct address from the list. Otherwise move on to step 4.
- Select the plan name and then the plan start date. Based on the plan you choose, the end date will automatically adjust.
- Designate the month/year each included visit should take place. If the visit has already been completed, check the appropriate box and then select the invoice number.
- Choose whether you will send the plan to the customer to accept or if you are accepting the plan on behalf of your customer. Will you need to charge tax for this plan? Check the box if applicable.
- Press NEXT in the top right hand corner of the screen.
If the start date is earlier than the day you are sending your customer the plan, the system will assume you've already taken payment. This means your customer will not be prompted to set up their card on file
Step 5: If the plan you selected has add-ons, be sure to ADD any add-ons for this particular customer. Then press NEXT in the top right hand corner of the screen.
Option A: Send plan to customer to approve
Step 6: Review the selected plan and press SEND in the top right hand corner of the screen to send the plan for approval to your customer.
Option B: Accept plan on behalf of the customer
Step 6: Review the plan and press FINISH & PAY in the top right hand corner of the screen.
Step 7: Take payment for the recurring service plan. Depending on what payment options are included in the plan you may/may not have the ability to take payments via cash, check or other.
Your customer's credit card information will be stored on file for subsequent payments related to their plan.
Check out our tips on how to better connect with your customers.