Best Practices For Charging A Flat Monthly Rate For Recurring Weekly Services
Templates are the easiest way to schedule ongoing, recurring services, like daily dog walks, but templates, by default, will bill clients per service. While it’s possible to use packages to charge a flat monthly rate for recurring weekly services, this ends up requiring a lot of manual work adding a new package for clients each month and then either scheduling the recurring services or manually claiming them onto a package from a template. A more automated way to charge a flat monthly rate for recurring weekly services is to use just a template and add your monthly fee as a service on the template.
Start by creating two services - one service for your flat monthly fee and one service for your recurring service. Set the price of the recurring service to $0.
You’ll want to make both of these services not selectable by clients (especially the $0 one) because you’ll only be using them with your templates.
After completing the Template’s Details, you’ll be taken to the Template’s Services section. Click the “Add Service To Template” button, and add your service for the monthly fee as follows:
Set “Day Of Month” as the “Monthly Type” and “1st” as “Which Days”. For “What Time”, it generally works best to choose something outside your normal business hours so that this service doesn’t get in the way of your actual pet care visits on the Scheduler.
After you’ve saved your monthly fee as a service on the template, click the “Add Service To Template” button again, and add your weekly recurring service with “Monthly Type” set to “Day Of Week”. Select the days of the week that the service will repeat on and select all of the “1st” through “5th” boxes for “Which Weeks”.
Your template for charging a flat monthly rate is now complete. Each month an invoice will be generated with the flat monthly fee as the first item and with all of the actual recurring visits as $0. Since you’ve scheduled the monthly fee as a service, you will need to “complete” it each month if you don’t want it showing up as an incomplete service. You can easily complete the monthly fee service for all of your regular clients at once using Bulk Update.
Paying Staff When Charging A Flat Monthly Rate
Because you won’t be charging clients for the individual visits on their template, you need to set up your service for the recurring visits with a flat rate (not a percentage) to pay staff.
And when generating Pay Stubs for your Staff, “Flat Rate Staff on $0 Services” must be checked.
Cancellations When Charging A Flat Monthly Rate
If your company doesn’t give credits or refunds for cancellations for your flat monthly rate services, you can simply cancel services as needed without having to make any adjustments to the client’s invoice. However, if you ever need to credit a client for a cancellation of their recurring services, you won’t be able to do that by simply selecting “Do Not Charge” for the cancellation since these services are already $0. Instead, after cancelling the visit, you’ll need to open the invoice and manually adjust the price of the monthly fee or add a negative custom line item for the cancellation.