Prepaid Plan is for clients to purchase time in advance before submitting a request. If your Client has no hours available, they will be unable to send requests or messages
You have a Client – Green Architects, you built a website for them years ago that they manage themselves and they don’t have a retainer or support agreement with you. They need small updates done maybe once or twice a year.
You would use the Prepaid Plan, this plan means your Client must purchase some time before submitting a request to you. This means you don’t have to chase small invoices.
The Recurring Plan is for clients who have a monthly retainer, this plan automatically clears any hours and resets every 30-days. If the Client has no hours available they can purchase additional hours by PayPal or Stripe.
You have a Client, White Consulting. You have an agreement with them to provide 10 hours of support services per month. You would use the Recurring Plan, this plan automatically updates your Client's dashboard to 10 hours of support time every month. Any unused time is removed.
Ongoing is for Clients with no retainer but who require ongoing support and are billed each month for the number of hours worked.
You have a Client, Orange Printing, they provide you with adhoc work, some months could be busier than others, they don't want a retainer but they want you to bill them every month.
The Ongoing Plan will enable you to provide services and bill when you wish, there are no restrictions for your client, they can submit as many requests as they wish. You then select the requests you wish to bill and an invoice is sent in seconds.
Bundle is for Clients where you provide a Monthly service for a bundled fee. There is no "charge per hour" instead you charge a single price. You can add restrictions to the number of projects for the client or the number of requests the client can make. The bundle fee can be charged every month or off-line.
Timed is for Clients that may require unlimited support for a specific period of time.
Blue Marketing have contracted you for 2 weeks to work on a project, you want to control requests during this time but you don't want any restrictions for your client.
The Time Plan means you can simply choose a Start and End time, during this time the Client can submit as many requests as they wish.
Unlimited allows the client to send unlimited requests without any restrictions.
Your Client, Red Agency are very busy and you have a retainer with them for the year with no restrictions.
You would choose the Unlimited Plan, this way they can submit as many requests as they wish, no time is calculated.
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