Creating a Prepaid Plan

Clients may buy a prepaid plan to pay for their visits to your business. A prepaid plan allows clients to purchase a certain number of visits for a defined time period. For example, you can create a prepaid plan where clients pay upfront and the plan pays for 2 visits/week for 12 weeks.

The prepaid plan will be available in the store for your staff members to sell and on your Pike13 website for your clients to buy. When you create a prepaid plan, you can decide:

• what services it pays for
• whether clients can purchase the plan from your Pike13 site
• cost of the plan
• visit limitations (1 visit a week, 1 visit a month, or unlimited visits)
• how long the plan is good for

Copying an existing Prepaid Plan

If you have a 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 Prepaid Plan

1. Go to Settings
2. Select Plans
3. Choose + New Plan
4. Select + New Prepaid Plan
5. Type in the name, description, how long the plan is good for, and terms & conditions.
6. Click Next Step
7. Set the price 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 and if unused visits can rollover to the next time period.
10. Set whether this plan makes someone a member, who can purchase it online, and plan hold settings.
11. Click Save
12. Select the services this plan pays for
13. Click Save

Configuring Additional Settings for a Prepaid 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. ou can also preview the email notifications that will be sent to your clients when they purchase this plan.