Service Plans

Service Plans in BlueSuite let you offer recurring maintenance memberships with automated billing, recurring service visits, and subscriber notifications. You can create custom plans, add optional upgrades, and let customers subscribe through your client portal.

Create a Service Plan

To create a new service plan, log in to your BlueSuite workspace and navigate to Service Plans from the left-hand navigation menu.

Then click + Service Plan.

From there, complete the required plan details.

Plan Details

When creating a service plan, enter the following information:

Plan Name
Enter the name of your service plan.

What’s Included
Add a description of the services, features, or benefits included in the plan.

Terms
Enter the terms for the plan, including any important conditions or membership details.

Billing Cycle
Choose how often the customer will be billed. Available options include:

• Weekly
• Monthly
• Quarterly
• Semi-annually
• Annually

Amount per Cycle
Enter the subscription price for each billing cycle.

Duration
Choose how long the service plan will remain active:

• Until cancelled
• Specific end date

Visit Schedule
Set how often service visits should occur by choosing the interval and unit of time.

For example:

• Every 1 month
• Every 3 months
• Every 1 year

Available schedule units include:

• Days
• Weeks
• Months
• Years

Add Add-Ons

You can also add optional add-ons to a service plan. These can be selected by customers during signup.

Set Up Subscriber Email Notifications

After creating the plan details, you can customize the notification emails sent to subscribers.

BlueSuite currently supports the following service plan email types:

• Welcome Email
• Appointment Scheduled
• Appointment Reminder
• Payment Receipt

These emails can be enabled or disabled individually and customized to match your business.

Welcome Email

The Welcome Email is sent when a client subscribes to a service plan.

You can customize both the subject line and message body. BlueSuite also supports dynamic variables so your emails can automatically pull in subscriber and plan details.

Example variables include:

• Company Name
• First Name
• Last Name
• Full Name
• Plan Name
• Billing Amount
• Billing Cycle

An example Welcome Email subject line might look like:

Appointment Scheduled

Use this email to notify subscribers when a service appointment has been scheduled under their plan.

Appointment Reminder

Use this email to send reminders before an upcoming appointment.

Payment Receipt

Use this email to confirm that a recurring payment has been processed successfully.

How Service Plans Work

Once a customer subscribes to a plan, BlueSuite helps automate the recurring workflow by:

• Charging the customer based on the billing cycle
• Generating recurring service visits based on the visit schedule
• Sending plan-related email notifications
• Keeping subscription and payment details organized in one place

Customer Experience

Customers can subscribe to service plans through your client portal. During signup, they can review the plan, choose add-ons, enter their information, and provide payment details.

After subscribing, customers can manage their plan through the client portal.

Service Plans FAQ