Balanced Rock software subscription June 12, 2023

Open Dates

  • $110.00 – initial monthly. CORE plan rate 1.5%, $110 min/mth. Subscription basis $32,294 (initial basis, USD).

All invoices and payments are in USD.

This offer will remain valid for subscriptions confirmed by June 12, 2023. This offer supersedes all prior or contemporaneous negotiations, commitments, written or oral agreements and writings with respect to the subject matter hereof.

ACTIVATE SUBSCRIPTION
ACTIVATE SUBSCRIPTION

Before sending the sign-up form:

  1. Program Category – change to include SaaS and Salesperson.
  2. Header Note – change the registration form Header Note to display the name of the center.
  3. Welcome Note – change the registration form Welcome Note to display the effective date of the agreement.
  4. Price line item – leave only one price line item – remove unused items.
  5. Price description – modify the price description as needed:
      1. monthly amount (initial month)
      2. plan rate
      3. subscription basis
      4. (if applicable) keep/remove credit card processing sentence
      5. (if applicable) fixed discount and end date
  6. Tax – Center in Canada? If so, select the appropriate tax question.
    1. Example, single checkbox (make it required) Business registered in BC, Canada (slug = tax-bc-gst-pst)
  7. Terms of Service
    1. Choose MP percentage (question, if applicable)
    2. Choose payment processor and rate (question, if applicable)
  8. Thank you page footer – change to show salesperson for the account
  9. Next Steps – enable the appropriate Next steps question for this program. (choose one)
    1. Your new subscription – what happens next?
    2. Your renewal – what happens next?
  10. Publish but Remove from public listings.

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