Growth Suite: Client Services and Subscriptions

Charging for recurring services, like web hosting, is a great way to guarantee monthly income for your agency. Follow the links in the table of contents to learn about services and service tiers, charging for a one-time service, canceling, or editing a client subscription.

Services and Service Tiers

If you have Growth Suite, you have most likely noticed the need to create Services. We encourage set services, pricing, and descriptions to create predictable and consistent recurring revenue for your business.

What is a Service?

A service is any work you offer to your clients. e.g. web design, hosting, or content management.

In this example, we will set up Hosting as our first Service (as we hope you all are reselling Flywheel’s hosting!)

What is a Service Tier?

A service tier is the price point you set for the service. Creating services with tiers helps you organize and maximize your offerings while maintaining consistent pricing.

Let’s create a Basic tier for our Hosting service:

And then a Premium tier for our Hosting service:

Think of Services as the folder, and Tiers as the files within the folder. It is a way to create a hierarchy within your offerings to ensure you have service levels and price points that cater to the varying needs of your clients.

One-time service charge

You can add a one-time service by going to the Manage > Services > Create Service. You will then have the option to make it recurring or not, select no.

After the one-time service is created you can then create an invoice for that client.

You will be prompted to select the billing frequency, select Once only. On Step 3:Invoice Details, you will only see those services created to not recur as an option.

Custom Line Item

When creating an invoice you have the ability to add a custom line item with or without a tier, during Step 3: Invoice Details.

1. Click the Choose a service… field & enter the name of your custom line item.
2. Click the Choose a tier (optional)… field to enter a tier, if applicable.
3. Set the price.
   
4. Add a custom service description, if applicable.
5. That’s it, your custom line item is ready to go!

Saving for future use

Upon sending this invoice, you will be asked if you want to save any custom line items for future use.

Check the items you’d like to retain, click the Save as a Service button, and fill out the required fields to add the service(s) to your library.

Edit or cancel a client subscription

Whether you are adding new services to a client’s subscription or need to increase pricing, editing active subscriptions can be done in a few clicks.

Editing active client subscriptions

1. For the subscription you’d like to update, select the Edit option from the 3-dot menu.
2. Edit the subscription & save your changes.
3. Select if you’d like the changes to be prorated or not.
4. Click Save Edits and you’re all set!

Canceling active client subscriptions

1. For the subscription you’d like to cancel, select the Cancel option from the 3-dot menu.
2. Select when you would like the subscription to cancel, either Immediately (your client will receive a prorated refund), or Next billing cycle (no prorated refund issued).
   
3. Click the Cancel Subscription button.
4. We will take it from there and notify your client!

Still need help?

If you have any questions get in touch with your Account Manager or reach out to Flywheel’s support team, we’d love to help!