Packages: Set Charge Frequency

Setting a Charge Frequency allows you to choose how often you would like to charge a client for a package at your business. 

You can select from one of the following payment options:  

• After a set number of completed visits
• Weekly
• Every 2 weeks
• Every 4 weeks
• Monthly
• Every 6 weeks
• Every 2 months
• Every 10 weeks
• Quarterly
• Yearly

Follow the steps below to learn more. 

Related Article: How to Create a Package

Setting a Payment Option for a Package

1. Select Settings at the top of the screen. 

2. Select Packages on the left sidebar under Things We Sell. 

3. Select New Package. 

4. Select Auto Renew. This allows you to bill the client's credit card on file based on the payment frequency you choose in the next step. 

5. Under Charge Frequency, select the option you prefer. You can choose from the following payment options:

• Number of completed visits
• Weekly
• Every 2 weeks
• Every 4 weeks
• Monthly
• Every 6 weeks
• Every 2 months
• Every 10 weeks
• Quarterly 
• Yearly

If you choose a frequency other than No. of Visits Completed you can also select to carry unused visits forward into the next billing cycle.

6. In the field under Auto Renew Limit, set the number of times you would like to auto-renew the package. In the example below, we entered "6." This means that the package will auto-renew no more than 6 times. 

7. To apply a discount to the membership payments for a selected number of billing cycles, toggle Discount Initial Payments to on (green) and then enter a discount amount or percentage, and a number of billing cycles (or unlimited.)

8. Finish creating the package. Then click Save.

9. When selling the package on the Checkout screen, you'll be able to edit the charge frequency you set. 

Click here to learn more about selling and redeeming packages.