Add a $0 Wash Plan for Customer Service Issues

Use these steps to add a new $0 wash plan that can be used to help resolve customer service issues. This time-based, Open Expiration, plan is a $0.00 plan for a wash that can only be sold from Patheon Portal and requires an expiration date to be specified each time it's sold. 

  • A daily wash limit can be configured for the plan, however, monthly limits are not applicable because there is no balance rollover.
  • The plan only supports one vehicle per customer; it can't be sold to additional vehicles, or removed or replaced an existing vehicle).
  • The plan can't be renewed and the expiration date can't be changed once the plan is sold to a customer.
  • The plan can be manually terminated for a customer, but only from Patheon Portal.
  • Discounts aren't restricted, but they won't have any effect because the price is $0. In addition, termination fees and prorated refunds are not supported for this type of plan.

Sites can use this type of plan to address customer service issues, for example, as a courtesy to a customer who purchased and paid for a plan for 3 months, but then never used it. Rather than refund the customer, the site can provide them this plan for 3 months. See "Sell a $0 Open Expiration Wash Plan from Portal" for steps to sell this type of wash plan.

  1. Log in to Patheon Portal.
  2. Select Configuration.

  1. Select Plans. The Plan Management panel opens.

  1. Select Add Plan. The Plan Details (1 General Settings) panel opens.

  1. In Type*, select Time-based.
  2. In Reload*, select Open Expiration.

  1. In Plan Name*, enter the name of the plan, for example, Free Good Open Expiration.

  1. Navigate to the Timeframe section and set a daily wash limit if desired.
  2. Select Continue. The Plan Details (2 Products) panel opens.

  1. In Wash Tier 1*, select the wash to provide with this plan, for example, the Good Wash.
  2. Select Continue. The Plan Details (3 Pricing) panel opens.

  1. Important: Time-based Open Expiration plans can only be $0.00 so Vehicle 1+ Price* is disabled.
  2. Select Continue. The Plan Details (4 Activation) panel opens.

  1. Select the site(s) at which this plan is available.
  2. In Status, select Active.
  3. Select Save. The changes are saved, the Plan Details (4 Activation) panel closes, and the Plan Management panel opens.
  4. .Repeat these steps for each wash.