Video:

Create a fully custom recurring service plan now

Step-by-step instructions:

Step 1: Click on MY APPS then SERVICE PLANS

Step 2: On your Recurring service plan dashboard, in the top right hand corner, click on + SERVICE PLAN

Step 3: Name the plan and add a description for what is included regardless of which add-ons are selected. Then press NEXT in the top right corner of the screen.

Step 4: Set the number of included visits per year, the plan duration, and payment options.

Since this plan is made entirely of add-ons, keep the price at $0 at this step. Be sure to select the billing cadence customers can choose from though, such as monthly, quarterly, annually, etc...

Then press NEXT in the top right corner of the screen.

Step 5: Create your add-ons for this plan and include the price and description of what is included for this add-on.

Then press CREATE PLAN in the top right corner of the screen.


NOTE: If you do not setup your Service Plan to be payable by cash, check, other. That payment will not be available when you are accepting the service plan on behalf of the customer.

Create a fully custom recurring service plan now

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