Now that your billing plans, storage, and fees are set-up in your Kitchen Settings, and your clients are listed in your Clients tab, it's time to assign these items to your individual client accounts. Need to add your clients still? Learn how here.
Assign a Billing Plan to your Client
Clients Tab > Client Name > Billing Plan > Edit > Select the Billing Plan from the dropdown menu > Save.
The default "Hourly" plan will be at the top of the drop-down menu, followed by all the custom time-based and/or credit-based plans you've created in your account.
If you're assigning a billing plan to a new client mid-month, they will start being charged for the plan on the client's next monthly bill.
Note that clients are not able to book on your calendars until you have assigned a billing plan to them.
Assign Storage to your Client
Clients tab > client name > Storage > Add Storage Rental. Choose the storage rental, the number of units, and add any notes > Add.
The client will be charged for their monthly storage beginning on the client's next monthly bill.
Assign Standard Fees to your Clients
Clients tab > client name > Fees/Credits > Add Fee/Credit > choose a fee from the dropdown > Add.
If you're assigning a one-off fee or credit that is not in your Standard Fees/Credits list, choose Custom from the dropdown. Describe, enter the amount, select the appropriate options, and add.
The client will be charged for their monthly fees on the next monthly bill.
Read more about how clients will be billed here.