Subscribing Customers to Plans

Subscribing Customers to Plans

Once your plan is live, you can enroll customers in three ways: customer self-signup, manual enrollment, and AI-assisted recommendation.

Method 1 — Customer self-signup

The easiest scaling path:

1. Customer portal shows your active plans
2. Customer picks one
3. Enters billing info (Stripe checkout)
4. Subscribed

Customers can self-signup from:

• Customer portal home
• Branded landing pages you share
• Email links
• QR codes on receipts ("Save 10% — join our care plan")

Method 2 — Manual enrollment

For sales conversations or in-person closes:

1. Open the customer record
2. Tap + Subscribe to Plan
3. Pick the plan
4. (Optional) Adjust price (for special deals)
5. Customer enters card or you charge a card on file
6. Confirm

Useful when you've sold them on a plan during a job and want to enroll them right there.

Method 3 — AI-assisted (Business tier)

The system spots good candidates:

• Customer with 4+ jobs in the last year → likely plan candidate
• Customer paying full price for repeat services → save them money via plan
• Customer flagged "loves us" (5-star reviews, multiple referrals) → easy yes

You see these as AI Insights on your dashboard. Tap "Pitch the plan" → pre-filled email goes out with personalized rationale.

What happens on enrollment

Automatic actions:

• Card saved at Stripe (PCI compliant)
• First charge processed (or trial starts)
• Welcome email sent to the customer
• Plan-included recurring jobs auto-scheduled
• Customer flagged with "Plan member" tag in HandyBook
• Member benefits activated immediately

Welcome email

Customizable in Settings → Plans → Welcome Email. Defaults include:

• "Welcome to [Plan Name]"
• What they get (recap of perks)
• Their first scheduled visit (if applicable)
• How to manage their plan from the portal
• Your contact info

First visit experience

Make it special:

• The first plan visit should feel premium
• Maybe extras included that aren't part of the plan ("free X for new members")
• Tech mentions plan benefits during the visit ("By the way, you get 10% off all extra work — want me to take care of [extra thing] today?")

A great first visit dramatically increases retention.

Onboarding drip

Set up a drip campaign for new members:

• Day 0: welcome email
• Day 3: "Here's what you get" recap (educate them on perks)
• Day 14: "How's it going? Any feedback?" check-in
• Day 30: "Don't forget [perk] — book your free [thing]"
• Day 60: "Refer a friend, get next month free"

Move them from passive subscriber to engaged advocate.

Customer self-management

Customers can manage their plan from the portal:

• View next billing date and amount
• Update payment method
• View included visits scheduled
• Pause (for snowbirds — no billing during paused months)
• Cancel

Cancellation flows often include a "Why are you leaving?" survey — gold for understanding churn.

FAQ

What if the customer's card fails on first charge? Stripe Smart Retries kicks in automatically (3-4 retries over 7 days). HandyBook also notifies the customer to update their card. If unresolved, plan is paused after the retry window.

Can I offer a custom price for one customer? Yes — at manual enrollment, override the price. Useful for negotiated deals or grandfathering early customers.

Can I migrate existing customers to a new plan? Bulk-select existing members → Bulk Action → Migrate Plan → pick destination. With customer consent (email goes out asking them to confirm).

Do customers get prorated billing if they upgrade mid-month? Yes — Stripe handles proration automatically. Customer pays the difference for the remaining days in the period.

Can I require a contract / signed agreement? Yes — toggle "Requires signed agreement" on the plan. Customer e-signs the terms during enrollment, signed copy stored on their record.