Switching to Monthly Payments

PLEASE NOTE: The system will apply a credit for the total of all future lessons, regardless of discounts or if the customer is booked onto the lessons.

Please manually adjust the transactions, if required.

TIP: The customers can upgrade themselves on their Customer Portal

Navigate to the Consumer
Select the Classes tab
Select the Class they are currently in
Select the Consumers tab

Select the Upgrade to Monthly
- This will take you to the Franscape booking flow, please follow each section using Continue

- Customer Info
  - This will show any relevant information to the Customer & Consumer

- Start Date
  - This will only show you the next available lesson
    - A consumer cannot be upgraded in advance
- Cost
  - Payment Date
    - You can edit the date their payments are taken

- - Payment Information
    - This is a breakdown of the costs involved with Switching to Monthly
      - Initial Payment will be taken to activate their Monthly Plan
      - A credit will be applied to the customer, to cover the cost of their original Paid In Advance charge
        
        If the customer already made payment, the credit can either be refunded, or used as payment for their first Monthly Payment

TIP: This modal is designed in a script like format, allowing you to read the description of all the key cost points clearly to the customer.

Key Points:

This is especially useful if you're on the phone to the customer.

- Payment
  - Card Payments
    - You can either select an existing payment method, or add a new payment method.
  - Transaction
    - You can add additional transaction notes
  - Terms & Conditions
    - You must tick to confirm the customer agrees to the T&C's

NOTE: The T&C's will be pre-ticked if the customer has already agreed to them.

To complete the upgrade, select Accept Consumer & Take Payment

Switching to Monthly Payments

How to upgrade a PIA customer to Monthly Payments as a Franchisee

Video Tutorial