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Creating a Recurring Plan

Who can use this feature?

Pike13 Plan:

✓ Premium
✓ Advanced
✓ Essential

Role:

✓ Primary Owner
✓ Owners
✓ Managers
✗ Staff
✗ Limited Staff

Clients may buy a plan to pay for their visits to your business. You can create recurring that bills (weekly, monthly, or yearly)as well as What services it pays for Whether clients can purchase the plan from your Pike13 site Visit limitations (1 visit a week, 1 visit a month, or unlimited visits)

In this article

Copying an existing Recurring Plan

If you have a recurring plan that is similar instead of creating a new one, you can choose to duplicate an Existing Plan. Once the duplicate has been created, you can update the plan settings.

  1. Go to Settings
  2. Select Plans
  3. Choose +Duplicate Existing Plan
  4. Select the existing plan you wish to duplicate
  5. Type in a new name
  6. Click +Create
  7. Update the Plan Settings
  8. Select Resume Selling

Creating a Recurring Plan

  1. Go to Settings
  2. Select Plans
  3. Choose + New Plan
  4. Select + New Recurring Plan
  5. Type in the name, description, and terms & conditions
  6. Click Next Step
  7. Set the price, signup fee, the desired billing cycle for a recurring plan, and revenue category.
  8. Click Next Step
  9. Choose if this plan limits number of visits.
    • Click No if the clients have an unlimited number of visits
    • Click Yes if you wish to limit visits. From here set the limit per week or per month or per billing cycle and if unused visits can rollover to the next time period.
  10. Select who can purchase it online, whether this plan makes someone a member, plan hold settings, required number of payments, and whether clients can cancel their plan online.
  11. Click Save
  12. Select the services this plan pays for
  13. Click Save

Note

Send receipts for recurring automatic payments

Receipts for recurring automatic payments can be sent through Pike13. To enable this go to Settings and select Advanced Settings. Under Client Management, select Recurring Billing and change it from No to Yes.

Configuring Additional Settings for a Recurring Plan

  1. Go to Settings > Plans and select the plan you want to modify.
  2. Along with the settings you modified when you created the plan, there are more settings you may want to adjust:
    • Group Rates - want to offer a family discount? Add group rates to your plan to offer a discounted rate for multiple family members on a plan.
    • Rollover visits - want your clients to be able to roll over visits that they haven’t used? Edit How often can clients use this? and enable unused visits to rollover.
  3. You can also preview the email notifications that will be sent to your clients when they purchase this plan.

Note

Billing Cycle

Our new feature allows you to select to refresh vistis on the billing cycle. If you choose to refresh visits on the billing cycle. If you offer 3 visits/week and bill every 4 weeks, setting the visits to renew on the billing cycle will allow your clients to have 12 visits for those 4 weeks.

Further Reading