PRODUCTS & SERVICES
Set up a repeating service (weekly visits, monthly invoices)
Book a service every week, 2 weeks, month or 3 months and send its invoice each time, in one sheet. Repeating visits come with every plan; repeating invoices with Starter, Pro and Business.
Steps
Open Services & products and choose Repeat it… on the service. Or open a customer and choose Add a repeating service.
Pick the Customer (type a new name to add them) and choose How often: Every week, Every 2 weeks, Every month or Every 3 months.
Choose when it Starts and the time of the visit.
Tick what happens each time: Send an invoice and Book the visit.
Choose Start repeating.
Visits
Visits are kept on your calendar about 90 days ahead, at the same time. A time that’s already taken, or outside your business hours, is skipped instead of double-booked. Moving or editing one visit changes only that visit. To end the series, open any visit and choose Stop repeating: later visits that are still scheduled are removed.
Invoices
Each invoice gets the next number and the service’s price. When the repeat starts today, the first invoice is created right away. Under More options you can save each one as a draft to review, or end the invoices after a number of times or on a date. Starter includes up to 3 active repeating invoices; Pro and Business are unlimited.