Your plans in the portal
A plan is a standing arrangement with your detailer — a wash every two weeks, a full detail every quarter — paid automatically from a card you keep on file with them. This article shows you how a plan reaches your portal, where it lives, and how to read what the portal tells you about it.
How a plan is set up
You do not sign up for a plan in the portal. Your detailer sets it up with you — in person, by phone or however you agreed — takes the card that will pay for it and collects the first payment. Once that is done, two things happen:
- You receive a confirmation email with the plan’s name, what it costs and how often it is charged. Keep it: it is the record to look up when a recurring charge shows up on your statement.
- The plan appears in your portal under My plans.
If the plan is set to start on a later date, it appears right away but reads Starting soon; the first payment is taken on the day it starts.
Where your plans are
- Sign in, then open the menu under your name at the top right of the page.
- Choose My plans.
If you have no plan with this business, the page says You have no plans with this business yet. Only plans that are running — or need your attention — are listed. A plan that has ended or was canceled leaves the list; the receipt emails you received along the way are your record of it.
What a plan’s card tells you
Each plan is a card with the plan’s name and its price, followed by how often you are charged — Weekly, Every two weeks, Monthly, Every three months or Yearly. Beside them is the plan’s status:
- Starting soon — set up, with its start date still ahead.
- Active — running: visits are scheduled and payments are being taken.
- Paused — visits and payments are on hold until the plan is resumed. See Pause, resume or cancel a plan.
- Payment needed — the last payment did not go through. See Update the card that pays your plan.
Below the status:
- Next payment — the day your card is charged next.
- Next visit — the next visit planned under the plan. When the visit is scheduled, it appears under My Bookings like any other appointment.
- Either Paid with your card on file or No card is set to pay for this plan. — in the second case, a Manage cards button takes you to your saved cards.
- What’s included — the services the plan covers on each visit.
- Payment history — collapsed until you open it; every charge under the plan, with a link to each invoice. Both are covered in What your plan includes, and when you’re charged.
If a cancellation has been scheduled, a notice on the card says so: This plan stops on …. You keep your service until then.
At the bottom of the card are the actions the business lets you take yourself — Pause plan, Resume plan and Cancel plan. If you see none of them, the business handles those changes for you; get in touch with them.
Good to know
- The price on the card is the plan’s price before any tax the business charges; the amount actually taken from your card, tax included, is in Payment history. The plan’s name is the one it had when it was set up — if the business changes your plan, they will tell you, and the card updates.
- Dates are shown in your own time zone.
- Your plans are visible only to you and your detailer.