Money & Billing | Workspace
Create customer memberships and service plans
Offer repeat service with clear benefits, billing rules, visit schedules, and cancellation handling.
Sign in to your company workspace to use the related controls.
What this section includes
- Membership plans
- Recurring benefits
- Customer enrollment
- Renewal tracking
- Cancellation
Start-to-finish instructions
Define the plan
List included services, visit frequency, price, billing schedule, limits, discounts, and exclusions.
Confirm operations
Make sure the team has capacity, parts, and a repeat-service workflow before selling the plan.
Enroll the customer
Choose the customer, start date, payment method, and service preferences, then review consent.
Deliver benefits
Schedule visits, apply included work or discounts, and record every use.
Renew or end
Review upcoming renewals, failed payments, pauses, and cancellations while preserving history.
What success looks like
- The customer understands benefits and billing.
- Visits and charges follow the plan without duplicate work.
Common problems
- Do not promise unlimited service unless the plan actually supports it.
- If a charge fails, review status before rescheduling or manually collecting payment.