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Selling Recurring Plans

Recurring Plans (or memberships) allow clients to pay for upcoming service in advance and for businesses to automate billing ensuring there is regular revenue. When selling a plan, staff members have the flexibility to modify the price, visit count, or start date to fit the specific transaction.

In This Article

    Who can use this feature?

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

      Recurring Plan Payments

      Payments for recurring plans are usually automatic, but they may be processed manually. For subsequent bills, Pike13 either processes payment automatically or notifies clients three days before the due date so they may log in and apply a payment.

      Monthly plans remain active even if a payment fails, assuming continued service use. Both the client and owner are notified of failures to facilitate manual payment or cancellation. Staff can also identify past-due clients from a roster during check-in.

      Billing may be set in weekly (1-52), monthly (1-12) or yearly increments. Payments may also be due for subsequent bills on the same day as the plan start or on a set day of the week, month or year (e.g., Mondays, the 15th of the next month, or Jan 1 each year). Pike13 will prorate first and/or last bills according to the next/last billing dates and amount of service remaining.

      Best Practice

      For monthly billing and to simplify accounting processes, many businesses find it beneficial to have their plans set for the 1st or 15th of the month.

      When using weekly billing, choosing a day of the week for billing is also beneficial.

      Visit Limits

      Pike13 supports both unlimited and limited plans (e.g., 2 visits/week or 12 visits/month).

      Refresh Cycles

      • Monthly/Multi-week plans: Usage limits refresh on the billing date.

      • Weekly restrictions: Always follow a Sunday–Saturday calendar week.

      Plan Types

      • "n visits per day" (Weekly or Monthly charge): Provides a number of visits per calendar day.

      • "n visits per week" (Monthly/Multi-week charge): Provides visits during each Sunday–Saturday window.

      • "n visits per month" (Monthly charge): Provides visits per month.

      • "n visits per billing cycle" (Weekly or Monthly charge): Provides a number of visits per billing cycle. Weekly bills would results in a weekly allotment of visits.

      Sale Location

      Pike13 follows a specific hierarchy to assign a location to a sale:

      1. Point of Service: If a pass is sold during sign-in for a specific class or appointment, the service location is recorded as the sale location.

      2. Client Profile: If the sale is independent of a specific visit, the system uses the location assigned to the client’s profile.

      3. Business Default: If the client has no assigned location and there is no associated visit, the sale defaults to the first location listed in your business settings.

      You can change the location of sale on the Billing Information page during checkout.

      Staff App
      1. Click on the 3 bars in the upper left hand corner.
      2. Select Clients.
      3. On the Clients page, select the client of interest.
      4. Click on the down arrow in the upper right hand corner and click the Shopping Cart icon.
      5. On the Choose a product page, select the recurring plan to purchase.
      6. If the client manages other clients, choose who will use this recurring plan, and click Add to Cart.
      7. Select Modify, and then doing any of the following:
        1. Payment info: Start date, first payment due date, second payment due date, manual or automatic payments
        2. Pricing: Price
        3. First Invoice Adjustment: Only applies when there is proration applied for the first payment
        4. Discounts: Discount by a percentage or set amount off for the first payment or all payments
        5. Required number of payments: Plans may have a minimum number of payments due before cancelation fees can be waived
        6. Restrictions: Change the number of visits allowed per day, week or month; change roll over visit rules
      8. When finished, tap Back to Shopping Cart.
      9. If applicable, under TOTAL click Enter coupon code, enter the code, and then click Apply.
      10. Tap Secure Checkout.
      11. Ensure the Location is correct.
      12. Choose whether or not to send an email receipt to the client. The default is Yes. Ensure the email address is correct.
      13. Click Choose a payment method, and then choose a payment option.
        1. To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish.
        2. To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment.
        3. To split a payment between payment methods, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt. Click + Add another payment, choose the second payment method, and then click Finish.

      Desktop

      1. At the top of any Pike13 page, click Clients.
      2. Select the client making a purchase, and click the New Purchase button.
      3. On the Choose a product page, select the pass to purchase.
      4. If the client manages other clients, choose who will use this recurring plan, and click Add to Cart.
      5. Select Modify, and then doing any of the following:
        1. Payment info: Start date, first payment due date, second payment due date, manual or automatic payments
        2. Pricing: Price
        3. First Invoice Adjustment: Only applies when there is proration applied for the first payment
        4. Discounts: Discount by a percentage or set amount off for the first payment or all payments
        5. Required number of payments: Plans may have a minimum number of payments due before cancelation fees can be waived
        6. Restrictions: Change the number of visits allowed per day, week or month; change roll over visit rules
      6. When finished, tap Back to Shopping Cart.
      7. If applicable, under TOTAL click Enter coupon code, enter the code, and then click Apply.
      8. Tap Secure Checkout.
      9. Ensure the Location is correct.
      10. Choose whether or not to send an email receipt to the client. The default is Yes. Ensure the email address is correct.
      11. Click Choose a payment method, and then choose a payment option.
        1. To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish.
        2. To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment.
        3. To split a payment between payment methods, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt. Click + Add another payment, choose the second payment method, and then click Finish.