More flexibility with billing/scheduling payments
When I go to schedule a new package for a client (say their current automated program ends in two weeks) but I want to plan for their program to change at the end of this so I schedule a new program, the client panics because they get a message saying they need to accept the new plan and then have to pay for it in advance. I need a way to schedule out packages with being able to control the notify, pay, deliver schedule specifically.
Can we find a way where the trainer chooses WHEN to notify the client of a package change, when they can pay for it, AND when the new program would start??
Brenna Kennedy shared this idea