A guide to creating and managing family plans through The Car Wash CRM.
Rinsed Family Plans are currently available for DRB Sitewatch, ICS, and Sonnys.
Rinsed is excited to announce the launch of its new family plans feature, designed to make it easy for car washes to set up multi-vehicle membership plans. In addition to simplifying the setup, the solution allows customers to manage their family plan memberships themselves, reducing the workload on service teams.
Key benefits of Rinsed family plans include:
- Ease of Use: Simplifies the traditionally difficult process of setting up family plans, allowing for quick and efficient implementation. Members can manage their subscriptions, including adding and removing vehicles, through the Rinsed customer portal.
- Increased Marketing Reach: Extends marketing efforts to all members within a family plan, not just the primary account holder.
- Boosted Revenue and Retention: Offers a strategic growth opportunity for car washes as family plans drive higher customer retention and lifetime value.
How to Set Up Family Plans
1. Create plans in your Point of Sale
Start by contacting your Customer Success Manager. They will send you the necessary instructions for creating the plans in your point of sale.
2. Create Family Plans in The Car Wash CRM
- Log into The Car Wash CRM.
- From the lefthand sidebar, click Customer Management > Family Plans.
- Select Actions > New family switch plan.
- Fill out the necessary fields using the guide below.
Basic Information
- Name - “[Plan Type] Family Plan - X Cars” where X is the TOTAL number of cars. Example: “Basic Family Plan - 2 Cars”
- Description - The customer facing description of your plan. This is a good place to include special pricing information (Ex: “Save $5 per additional car on your Basic Plan! $20 first car, then $15 for each additional car.”)
- Image - (Optional) - Upload an image to be shown when a customer switches into this family plan. Functions the same as individual switch plan images. A banner-style image (wide rectangle) is recommended.
- Price - The total price for all cars on the family plan. Ex: 35.00
- Number of Vehicles - The total number of vehicles on the plan.
- Plan Type - The Plan Type that this family plan falls under. Prior to setup, request Family Plan plan types from Data Team (i.e. Basic - Family, Good - Family, Best - Family).
- Is active - toggle on to make this family switch plan visible to eligible customers in customer portal and member management forms.
Point of Sale Configuration
- Replication Group - select the appropriate POS server
DRB-Specific fields
- Parent Plan - This is the recurring ARM plan that the owner will be on and will be how the entire plan is charged. Its price should match the price entered in the Price field above.
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- This should be the $0 Seller family plan for total number of vehicles. Ex: “Rinsed FAM Basic + 1 $0”
- *Note - use $0 sellers only if prorations are disabled.
- Child Club Plan - club plan for child vehicles. Should redeem for this wash type, be $0 and not expire. Ex: “FAM Basic CLUB Sld 0.”
- Deactivate Club Plan - Deactivate club plan should not redeem and expire next day (to turn off children club plans). Ex: "$0 InActivate Club Plan"
- Remove All Vehicles Switch Plan - The Rinsed Switch Plan that will be used if the customer decides to move from a family plan back to an individual plan. You can repurpose an existing Switch Plan and should see any existing switch plans appear here. Ex: “Basic Unlimited"
- Use Proration - Choose from System Default, Always, or Never.
Sonnys- and ICS-specific fields
- Parent Plan - This is the recurring plan that the owner will be on and will be how the entire plan is charged. Its price should match the price entered in the Price field above. (Ex: "Family Better 2 Vehicles - $40")
- Child Club Plan - $0 or $.01 club plan for the additional non-paying vehicles. (Ex: "Family Better Child Plan $0")
- Remove All Vehicles Switch Plan - The Rinsed Switch Plan that will be used if the customer decides to move from a family plan back to an individual plan. You can repurpose an existing Switch Plan and should see any existing switch plans appear here. Ex: “Better Unlimited”
Advanced Options
- Locations (optional) - The locations you would like your family plans to be visible to. Be sure to include ONLY locations within the replication group of this family plan. Defaults to all locations.
- Min visits per month (optional) - minimum average visits per month (as an individual member) to be eligible for this family plan
- Max visits per month (optional) - maximum average visits per month (as an individual member) to be eligible for this family plan
- Min membership age in months (optional) - minimum number of months the member has been active in order to switch into this family plan
- Eligible plan types and Ineligible plan types (optional) - Can typically be left blank unless there is a special use-case or need to exclude specific plan types. For Family Plans, you do not need to set the member's current plan type as “Ineligible” because someone on a Basic Family plan could still want to switch into a different type of Basic Family plan with more/fewer vehicles.
3. Make Family Plans available in Customer Portal and Customer App
- Click Customer Management > Customer Portal
- Scroll to Portal Capabilities
- Check Family Plans
- Click Save
Family plan management will now be an option on your wash's Customer Portal and Customer App (if using).
4. Next Steps
That's it! Now your family plans are ready to be managed through Rinsed.
You can view tickets related to Family Plan management in the Ticket Inboxes.
You can view all Family Plan accounts under Customer Management > Family Plan Members.
Questions about Rinsed Family Plans? Contact our Support Team at support@rinsed.co and we'd be happy to help!