Free Trial

3.5 Bundle Plan

What are Bundle Plans?

Bundle Plans are a way for you to sell a group of services or one service as a single price. You can sell Bundle Plans to your clients as a single purchase, monthly recurring or annual subscription.

What happens when a client purchases a Bundle?

Purchasing a Bundle, a client will be asked for a username and password so they can sign into their dashboard.

When they have completed their transaction, their Classic Client Dashboard will be created instantly. They can view their Bundle information and if there are any restrictions to the Bundle.

They will be able to instantly submit Requests from their Dashboard.

How do I Create a Bundle

Admin Dashboard > Retainers > Bundle Plans

Create a New Bundle by selecting Create New Bundle.

How do I add Restrictions to a Bundle?

Enable Bundle Limit in the Bundle Options right column

Enter the Time(Hours and Minutes) Restrictions for the Bundle.

Select Rollover Hours to Yes or No – Select Save & Exit.

 

How do Rollover Hours work?

Rollover Hours if enabled will allow for any unused hours to rollover to the following month but will not rollover consecutively.

For example:

  • Client has purchased a Bundle with 10 Hours Restricted
  • Client uses 5 Hours in Month 1
  • Client’s Remaining Hours will rollover to Month 2
  • Client will have 15 Hours available in Month 2
  • Client uses 10 Hours in Month 2, the rollover hour from month 1 will expire
  • Client will be back to 10 Hours in Month 3.

What if my Client wants to purchase more hours?

Enabled Upgrade Options and enter an hourly rate for the Bundle.

if your client wants to purchase additional hours for the Bundle they will be charged this hourly rate and the hours credit to their account.