How to set retainer defaults
Updated Oct 30, 20261 min read
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A retainer default is the amount that is automatically filled when completing the accept form. This is useful for routine work that you charge the same amount for. You can override the default by changing the amount directly on the form.
Set a retainer default
- Go to SettingsClient intake.
- Next to Retainer defaults, select Edit.
- Enter an amount for each case type you want filled in.
- Select Save.
Retainer defaults now lists each case type with the amount you entered.
Change the amount for one client
Change the amount on the accept form. The new amount is for that client only, and the default stays the same.
Case types with no default
A case type left blank has no default and shows "Not set". You enter its amount on the accept form each time you accept a client of that type.
A $0 default
A $0 default fills in $0 on the accept form. A client you accept at $0 isn't sent a payment link.
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