How does a client pay over a term?
Your client accepts on your portal: they choose the term, create their account or sign in, add a card and pay the first month. Each month after is billed for them, and when the term ends they move to the plan the proposal named.
Your proposal splits its total into monthly payments over the term your client chooses. They accept online, on your portal, and each month is billed for you. There's no subscription for them to manage.
When they accept
On the proposal's page, they press Accept on the term they want.
They choose the term, and the plan they move to after it.
They create their account, or sign in.
They add a card if they don't have one, and pay the first month.
Their program starts, and the proposal moves to Accepted in your list.
Through the term
- Each month after the first is billed on its own. You earn on each month as you do on any plan month.
- Their plan can't be changed or cancelled while the term runs.
- A week before the end, they're reminded what comes next.
- Once the last month is paid, they move to the plan after the term, at its own price. If the proposal ends with the term, the agreement ends there.
Until online payment is open, a client who presses Accept is asked to reply to you, and you start their program.