Creating a Prepaid Plan

Clients can purchase a prepaid plan to pay for their visits to your business, offering them a convenient way to access services over a set period. A prepaid plan allows clients to pay upfront for a specific number of visits within a defined timeframe—for example, 2 visits per week over 12 weeks.

These plans can be sold by your staff in the store or made available for clients to purchase directly from your Pike13 website. When setting up a prepaid plan, you can customize key details, including:

• What services the plan covers
• Whether it’s available for purchase on your Pike13 site
• The cost of the plan
• Visit limitations (e.g., 1 visit per week, 1 per month, or unlimited visits)
• The duration of the plan's validity

Prepaid plans are a great way to offer structured access to your services with upfront payment flexibility.

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.