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Templates Improvement

Request Feature

I really like the templates because they make my service look exceptional. Following a conversation, I can send a professional page that clearly explains all the benefits and important details.

However, one thing I find difficult is the payment-date setting. It can be quite confusing to understand and select the correct dates. It would be helpful to have an option that automatically schedules the first payment for a set number of days after the template is sent, for example, 3,5, or 7 days later.

This would allow me to send templates quickly and easily without having to manually adjust the payment dates each time, and the client would have up to a certain number of days to pay with some flexibility.

Posted by hamishb ·
Status: Completed1 comment

Comments1

  • Loren

    Team•

    Aug 23

    Thank-you so much for your postiive feedback. We really appreciate it. We are in the process of developing our templates feature further including a ‘unique schedule’ option where the start date is tied to the sign up date. This is currently in testing and will be set to be released in the near future. Once released we will make sure that we rech out to let you know its live.