Conserva Club: Sign Up Process

View most recent version

​

---

​

1. Create a new proposal

We ALWAYS need a proposal to start this process. Without a proposal, the automation will not work properly.

2. Select Nice N Easy Club from the Service List

You can add any discount that you want to offer at this time. The discounted price only applies to the first invoice. The recurring invoice will be full price.

3. Click on Save

4. If you want to include the Full Season Club, click on Bundle new...

5. Select Full Season Club

6. Click on Save

7. Click on send

This will send the default proposal template for the Conserva Club that we configured in your account

8. This is the default email template

9. Select a delivery method and click "Send"

You can change it from email to text message if you have enrolled in two-way texting

# If you are going to accept on behalf of the client, follow along below.

10. Click on Accept

11. Enter how you are accepting on behalf of the client

12. If the client is ready to pay, select the Conserva Club payment plan.

13. This prompts you to put in their credit card information.

If you have a card on file already, select that from the "payment method" dropdown.

14. Click on Accept

# If the client is not able to pay over the phone and wants you to send them the invoice, follow below.

15. Select "none" from the payment plan list.

16. Click on Accept

17. After the proposal has been accepted, we need to manually invoice it.

This only happens if you don't accept payment in full with the proposal.

18. Click on Create Invoice!

19. Click on Save & Send to send the client a copy of the invoice for them to pay.

# The Customer is now enrolled in the Conserva Club. Click their name to return to their profile.

20. Click on Ashley Shafer

21. You will see a tag has been added to the contact with either Conserva Club NNE or FS.

# Now we want to view their recurring invoice

22. Click "Invoices"

23. Select recurring

24. Click on Edit

25. This is their recurring invoice. You can adjust the "due on" date and the amount if needed.

# Let us know if you have any questions about the Conserva Club - [e-mail]