Well, to add a monthly plan to clients, if they arecreated, we will be able to edit it and in their information at the end we will see themonthly plan option, here we will choose the option of the plan that we wantto charge you and the day of the month in which we pay the client, for example on the 5th ofeach month, then we update and in their file you will see the option thatthey have that plan associated with them and their payment day is the 5th.
Video Transcription Well now we are going to see how to create a new client, we are going to go to clients, list, search and new, here we are going to put their data such as name and surname, email, if we want them to receive reminders, there is, for ...
Video Transcription Well, now we are going to go to the associated plans section. This feature is used when we want to charge clients a fixed amount per month. We are going to go to configuration, associated plans, to create new plans. Where? We are ...
Video Transcription To register the monthly plan payments we are going to go to the files of the client who is going to pay us, we are going to see that the plan that is associated with it appears and on the payment day a weight sign appears where we ...
How to create a new monthly plan? To create a new monthly plan for clients associated with your veterinarian you must go to: Setting Associated Plans New Here you can configure the plan name and monthly value. How to add a client to a monthly plan? ...
To create a new monthly plan for clients associated with your veterinarian you must go to: Setting Associated Plans Then look for the associate plans section and click on the "New" button Here you can configure the plan name and monthly value. In ...