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Change Clients from one billing Model to another
Change Clients from one billing Model to another

Change from one billing model to another like Subscription to Package or Per Appointment

Mica Manson avatar
Written by Mica Manson
Updated over 2 months ago

Fons makes it easy to change your students billing model through the year to accommodate for summer and back to school schedules.

FAQs

  • You can change billing models for several students all at one time

  • You can only have one billing model per student

  • You must cancel one billing mode before you have an option to create a new one

  • You have the option to cancel all appointments when cancelling the billing model

Step by Step to change current billing model to another billing model for one student

  1. Navigate to the client, in the Appointment Setup section, click on the pencil

  2. Click X Cancel

    • Subscription - next screen choose cancel immediately

    • Package

    • Hourly billing

If you are moving to "hourly billing" you will also want to change any appointments on the calendar to reflect/accept the new billing model.

3. Click Save or Save & Notify (will send a notifications ot the client)

4. Click on the orange "Set Up Individual" button and go through the billing setup as normal.

Step by Step to change current billing model to another billing model for several students

  1. Navigate to the client tab, click on the Actions drop down

  2. Under Subscription - click cancel

    • As of now the only billing model that has a "cancel" bulk feature is subscriptions

  3. Select the clients

  4. Select cancel immediately

  5. Select the Actions drop down again and select hourly or subscription billing

  6. Fill in all fields

  7. Save or Save & Notify (send to the client)


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