CRM GUIDE

Recurring customers

Create a reusable service plan and schedule the next service for a customer.

WafloDashboardCRMRecurring customersSettings

Recurring customers

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Steps

1
Open Recurring Customers
Open CRM → Recurring Customers. This page shows active customers, upcoming service, paused schedules, and service plans.
Open Recurring Customers ↗
Manage plans and customer schedules from one page.
Manage plans and customer schedules from one page.
2
Create a service plan
Select Create service plan. Name the plan, describe the service item, choose how often it repeats, and set reminder days before the due date. Select Create plan.
Set up a reusable cycle for the service.
Set up a reusable cycle for the service.
3
Check the saved plan
The plan appears in Service plans. Review its repeat period before enrolling customers.
A saved plan appears in the Service plans section.
A saved plan appears in the Service plans section.
4
Add a recurring customer
Select Add recurring customer. Choose a plan and customer, enter the service item and first service due date, then select Enroll & schedule reminder.
Enrolling a customer creates the first service schedule.
Enrolling a customer creates the first service schedule.
5
Review the schedule
Use Customer service schedule to see the customer’s current reminder and service history.