My Client Payment System
Today’s business growth video is a question that comes from a member of our Pet Nanny Coach community Facebook group. Kate writes, “How do you all accept payment? I’m so tired of the scattered methods. Cash, check, Venmo, Zelie. It’s everything. I’m a mess. Any suggestions? I know I should have done this a while ago.”
I can identify with what you’re going through because there was nobody worse than me when it came to tracking money. I would find checks in my coat pockets and the back of my jeans and my roommate used to borrow my clothes, and she’d find checks all the time. She’d say, “Wow, you must be wealthy not to have to deposit these checks.”
I would feel guilty if I lost a check, and I wouldn’t want to ask the client. So I would miss out on $600. It was just a nightmare. Then we had other people that wouldn’t pay, but I wasn’t treating my money or the energy around my money with respect. So, therefore, my clients weren’t treating me with respect for money, and it was a vicious circle.
I made this change probably about 13 years ago, and I’ve never looked back.
Get Scheduling Software.
I now bill the clients and create a service order. Then, four days before their scheduled service, I charge the credit card that we keep on file in my pet-sitting software. So that is how we do it.
I get a little bit of pushback from other members of the community. Well, what about the clients that don’t want to do that? Well, then they’re not my ideal client, and they can find service somewhere else.
Billing information is collected at onboarding.
There are two things that a client needs to do before we will schedule a registration meeting. First, they need to complete their welcome packet. It’s all their client and pet care information, sign their service agreement, and then need to give us their billing information.
If they don’t want to do that, Pet Nanny Pet Sitters of the Main Line is not the service for them. No judgment. Everybody has the right to make their own decisions, but that is how I run my business. It now runs seamlessly with me not having to worry about missed payments or tracking payments. It’s all right in there. It’s so easy.
The software keeps track of the credit card expiration.
The software system lets us know when the cards expire, and the client gets an automatic reminder email, “Hey, the credit card that you have on file with Pet Nanny has expired. Please update it.”
There has never been an issue since then. So think about it. Maybe that’s not the right system for you. This is your business, your rules.
What systems can be put into place to minimize time spent?
Consider what the pain points of your money management systems are and what systems can you put into place to minimize the time spent and make it easy for your clients to buy from you and make it easy for you to keep track of your books and your finances.
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