Schedulicity’s Auto Billing feature allows you to charge your clients monthly for services, unlimited classes, or workshops! 💰
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What is Auto Billing?
When setting up a client's Auto Billing, determine what date the auto-billing subscription starts. Once that start date rolls around, they will be able to book services, classes, or workshops on their end without submitting additional payment.
You can also access an Auto Billing Report to see estimated monthly revenue and view all active and failed subscriptions in one place.
All of the Auto Billing for your clients will be managed directly within their profiles under the Auto Billing section:
❗ Clients will automatically be emailed if their Auto Billing payment is declined.
How to set up a client for Auto Billing
First, make sure you're connected to Schedulicity Pay to process those payments!
Once things are all set there, here’s how to set up that automatic payment:
Head to your client’s profile
Select Add Auto Billing and choose Monthly Services, Unlimited Monthly Classes, or Workshops
Enter payment information or use card on file
Choose the Amount, Start and End Date, and client’s email for receipts. Save!
The client will be billed on the day you choose as the start date, and the auto-billing payments will run into the end date!
❗ Important Note about Monthly Services: Unused sessions don't roll over into the next month, so hopefully this can incentivize clients to come in and see ya every month!
How to apply Auto Billing to a client’s appointment
To check out a client that has Auto Billing for a set amount of monthly services, check out these steps:
Click on the appointment to open the Menu and select Checkout
Click the 3 vertical dots after the service name to expand the menu and select Apply Auto Billing
Continue through checkout
How to edit or cancel a client’s Auto Billing
Open the client’s profile and select the vertical dots to the right of the auto-billing cycle you wish to cancel or edit
Click Cancel or Edit
If canceling, choose to cancel immediately or cancel at the next bill date
If editing, make your necessary changes and click to Continue
Review your changes and click to confirm any changes
💡 Pro tip: Any changes you make to an active auto-billing cycle will take effect on the next bill date, so no need to worry about them getting double-billed in a month. 👍
How to restart an auto-billing cycle
Not seeing a monthly payment come through, or did you skim through your Auto-Billing report and see some failed billing attempts? Follow these steps to get your client’s Auto Billing going again:
Open the client’s profile and click the vertical dots to the right of the Auto-Billing
Select the Activate option
The Auto-Billing cycle will be restarted from today’s date onward!
💡 Pro tip: If your client’s card declined because it expired, you’ll need to add a new card on file!
Auto Billing Report
Curious how much money is being brought in by clients set up with Auto Billing? Need to check and make sure that your Auto billing clients are still in good standing?
Click on the three white lines in the upper left
Select Reports
Find the Auto Billing Report
💡 Pro tip: You can filter this report by status. Looking to find failed billing cycles? Use the filter to easily pull those clients.