Skip to content
  • There are no suggestions because the search field is empty.

Plan Holds

 Holds can be placed on prepaid and recurring plans to accommodate your clients as needed. This is helpful for business closures or if clients have a personal need to suspend their plan.

In this article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

Plan Holds Overview

A hold temporarily pauses plan payments and, credits the remaining portion of the prepaid amount to the billing cycle in which the hold is removed/ended. Any amount that the credit exceeds in the billing cycle when the hold is removed is applied to the following recurring payment. If there is insufficient credit for the next billing cycle, a separate prorated payment is due from the client until the following regular billing cycle.

Examples:

  1. A hold with a scheduled end date is placed on a plan with billing date set for the first of the month, but the hold is removed early by a staff member.
    1. Aug 1 Client pays full amount of $50 for monthly plan.
    2. Aug 3 Staff places plan on hold, scheduled to be removed Nov 2. (Aug 1 and 2 were the only days used from the paid invoice of $50 for August.)
    3. Oct 10 Staff clears hold early.
    4. Nov 7 Because only two days were paid for in Aug (1, 2), the next bill date is 28 days from Oct 10. For this bill, client pays for Nov 7 through Nov 30, so the adjustment for the reduced billing period of Nov 7–30 is $40. ($50 / 30 days = $1.67 per day. $1.67 x 24 days = $40.)
    5. Dec 1 Client pays the full amount of $50 again, back on normal monthly billing cycle of $50 every first of the month.
  2. A hold with a scheduled end date is placed on a plan with a fixed billing date of the 17th of each month.
    1. Mar 13 Staff places plan on hold for March 21.
    2. Mar 17 Monthly plan bill paid in full for $100.
    3. March 21  Plan is placed on hold until April 20. (March 17-20 were the only days the plan was available to cover visits.)
    4. April 20  Hold ends. Only 4 days were paid for in March so the next bill date is 27 days after the plan was removed from hold. The next bill is May 17.
    5. May 17 Client pays the full amount again and is back on the monthly business cycle.

    Note

    Hold Start Date and Impacted Visits

    If a hold is set to start on August 3, the hold begins on that day and the plan is not available to pay for visits scheduled on August 3. When you set the plan on hold, Pike13 will alert you if a paid visit will be impacted by the hold.

    mceclip1.png

    Impact on Rollover Visits

    When a plan allows rollover visits, a hold extends the expiration date of those visits by the duration of the hold. For example, a one-week hold gives you one extra week into the following month to use your rollover visits.

    Hold Duration

    You can set a hold duration in three ways:

    • Indefinite: Until manually cleared by a staff member (e.g., for injury recovery)
    • Fixed Period: A set number of days, weeks, or months (e.g., for vacations)
    • Specific Date: Until a chosen calendar day (e.g., for business closures)

    Hold Fees

    If a hold fee was set when the plan was created, the client will be charged the fee when a hold is applied. A hold fee can help cover any administrative costs incurred by placing the plan on hold. Similar to discounting a plan or editing a plan’s signup fee, a staff member can adjust a plan’s hold fee during checkout.

    Placing a Plan on Hold

    1. At the top of any Pike13 page, click Clients, then select the client of interest.
    2. In the right menu of the client's profile page, click Plans & Passes.
    3. Select the plan you want to put on hold.
    4. On the plan page, under Holds, click Add Hold.
      1. Start date defaults to today's date. You may change this date to be in the future, but it cannot be set in the past.
      2. Set a Hold length, then click Next.
    5. Review the summary of changes before clicking Confirm to save the hold or Go Back to make more changes.
    6. If a hold fee applies for this plan, you will be taken to the shopping cart to process the fee. Once the fee has been paid, the plan will be placed on hold.

    Removing a Hold from a Plan

    1. At the top of any Pike13 page, click Clients, then select the client of interest.
    2. In the right menu of the client's profile page, click Plans & Passes.
    3. Select the plan of interest.
    4. On the plan Details page, under Duration and holds, click Remove Hold, and then click Yes.