How to set up maintenance agreements with automatic billing in 10 minutes

Chapters

1. 0:00 Signup to your first paid plan
2. 0:19 Your business details
3. 0:35 Your plan
4. 0:49 What your customer gets, then Connect Stripe
5. 1:09 Your customers, and enrol the first
6. 1:23 Your first paid plan
7. 1:35 Docs and help

What this video covers

Every click from a new account to your first paid plan. It starts on the checklist on your dashboard: a plan, Stripe and your first customer. One stop comes first, your business details under Settings, where currency and timezone set what customers are charged and when reminders go out. The plan starts from a template. You set the price and the visits a year it covers, and choose card billing or invoicing for commercial accounts. Saving it shows what your customer gets, with your name on it, and the button under it connects Stripe, with an account you already have or a new one made on the same page. Then a customer's added by hand or from a spreadsheet, enrolled on the plan and sent the agreement link. They sign and pay on their phone, the visit lands on the schedule, and the checklist disappears because you're done.