- Go to Recurring and press New plan.
- Pick the client, the services, and how often: every week, every 2 weeks, every month, every 3 months or every year.
- Choose how it bills (below), then save. WorkBench keeps about four weeks of visits on the schedule ahead of time.
Billing options
- Monthly plan — auto-charge: a flat price charged to the client's saved card every month, 3 months, 6 months or year. The first charge happens when the plan starts.
- Bill for completed work: a price per visit. Finished visits wait in Ready to bill until you press Bill ready work, or tick "Bill each job automatically the moment it's completed."
- No automatic billing: the visits schedule themselves and you bill however you like.
If something's not working
An autopay charge failed.
Temporary declines retry automatically after 1, 3 and 7 days. A hard decline (like a closed card) stops, and the client is emailed to update their card in the portal. Clients are also reminded about 30 days before a saved card expires.
How do I pause or stop a plan?
Open the plan and choose Pause or Cancel. Run due now bills anything that's due immediately.