Monthly Plans
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      1. FranScape Knowledge Base
      2. Monthly Plans

      Switching to Monthly Payments

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

      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

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