The Sentinel software provides a simple and easy solution to creating professional and personalised service plans. Before creating your first plan please ensure you have completed the set up including personalising your account, confirming your plan pricing and linking with GoCardless. See the Personalise Your Plans section for more information.
Create and send a new plan #
- Before creating a plan you must have first created the customer in question within the Customers section. See Create a Customer article for full instructions if you have not already completed this step
- Select Plans from the main dashboard
- Select the New Plan button in the top right hand corner
- Find the customer you wish to create the plan for using the search bar if required
- Once you have found the customer select the Create Plan link to the right hand side of their details
- Select the Plan you wish to offer and any Add-Ons you wish to provide
- Set the Plan Start Date and Create Plan to proceed to the Plan Details page
- Check over plan details in the Plan Details page
- To send to the customer select the blue Email Plan button from the customer banner at the top of the page
- A confirmation pop up will appear once the plan has been sent
Next Steps #
- Your customer will receive an email, inviting them to apply for their plan via a link. Within the link they can view and sign their plan, then set up their Direct Debit in a few easy clicks.
- Once completed you will be informed by email, and the customer agreement will be saved in your Plan and Customer records. A copy is emailed to the customer automatically.
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And that’s it! Now it’s just about fulfilling the agreed works in the Plan. You’ll receive the direct debit payment into your account every month, and can review customer and plan details in the Customers section from the main menu.
If you’ve got any questions about this process you can call TradeHelp on 01978 666 887.
