Open Monthly

With Open Monthly you can set up a service to bill the member on a set date each month, but the quantity of the services billed can change from month to month depending on: (1) the number of pending events during the next calendar month that have not yet been paid, and (2) the number of completed events in the past that have not yet been paid.

Open Monthly Example John decides to set up personal training with his favorite trainer. He wants to schedule every Tuesday and Thursday at 7:00 a.m. from now on, and he wants to be billed on the 3rd day of each month. This is the perfect example of when to create an Open Monthly recurring service. You can set up the Open Monthly recurring service for the Personal Training appointment to bill on the 3rd of each month. John will be billed each month depending on the number of unfunded pending events. Some months may have an extra Thursday so John may be billed for eight (8) training sessions in January but only seven (7) training sessions in February.

Creating an Open Monthly recurring service is similar to setting up a Fixed Interval recurring service, except that there is no set number of invoices to be billed. When creating the Open Monthly recurring service, the number of invoices is automatically set to Open Ended. As a result, Open Monthly recurring services are never unfunded. When the events are scheduled on the calendar, they are shown as Open Ended on the Edit Event page. Once the member pays for the service, the events are shown as Funded. (For more information, see Fund Open Package and Open Monthly.)

Use the instructions in the Create Recurring Services section to complete the first page (General - Step 1) of the recurring services wizard.

Use the following instructions to complete the second page (Purchase - Step 2) of the recurring services wizard.

To complete the Open Monthly purchase section

1. In the Billing section, select the First Billing Date.
2. The Purchase Today section, select the Service Quantity.
3. Select he Discount.
4. Have the member review and sign the agreement if applicable.
5. Click Finish.

What happens when you click Finish will depend on the recurring services Auto Buy setting on the Edit Club page:

• If Auto Buy is set to Yes, the Point Of Sale page will appear with that member and service already selected.
• If Auto Buy is set to No, the Manage Recurring Services page will appear.

For more information about the Auto Buy option, see Step 6 of Recurring Services Club Options.