Add a Payment Plan, Part 2
In this lesson: Make your new payment plan the default for every new client.
Step by step
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Step 1: Open the quoting settings
Click Settings, then Quoting Settings.
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Step 2: Change the default payment plan
On the right, find Default payment plan for new clients (it starts as Credit Card on Booking) and select the plan you want, for example Multiple Payment Types.
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Step 3: Submit
Click Submit. The new plan applies to every new client from now on.
Show full transcript
Now we have set up a payment plan. We want to make sure that the payment plan is your default payment plan for new clients.
So we click on settings, go to quoting settings, and on the right is the default payment plan for new clients. It is selected to credit card on booking. So now we can change it to multiple types or whatever default payment plan you need. This will be applied for new clients.
So let's select multiple types. Click submit. And this is the new payment plan moving forward for any new clients.
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