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How To Add Customers To Service Plans
How To Add Customers To Service Plans

Let's walk through the few ways you can add customers to existing service plans as well as make any needed updates to their plans.

Tiffany Hayden avatar
Written by Tiffany Hayden
Updated over 2 years ago

From your Service Plans page, select "Assigned Service Plans" to get a full list of all the active service plans you have with your customers. Here we are going to quickly setup a service plan for our customer.

You can either use an existing card on file or easily add your customer's new payment method for their Service Plan.

Simply select the Service Plan you want to update and "Select Update Schedule" if your customer needs to make any updates to their Service Plans

If for any reason you need to resend your service plan to the customer, simply use resend button on your Customer Plans page.

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