A Reset service is a special type of units-based service that is still a monthly service.  Every month the client's service has its sessions reset back to the beginning number of units when the date condition is met.


First mark the service as a Reset service.  This option will cause the client's service to restore the beginning units back to its original purchased value when the date condition for the Reset has been met.  The units used will also be set back to zero.


You will need to set a date condition that it Resets on.  it can be the Day of Week, Day of Month, or Day of Year.  This is a number value, so Monday would be the 1st of the week, Tuesday the 2nd, etc.  The picture below has the service reset on the 1st of every month.



Non-EFT membership Reset service should always be given an expiration date because the units will never be used up because the units will constantly be reset.  EFT membership Reset services will have no expiration date as the EFT Membership Cancellation Service will cancel these services.


Example:

A client purchases a service that is set up with 10 beginning units and to Reset on day 15 of each month.



On the 15th of each month the client's service will be set back to 10 beginning units regardless of how many units were remaining.


If the client only uses 8 units within a month, the 2 units remaining are lost and the service is reset back to 10 beginning units.


If all 10 units are used up before the end of the month, the service is not considered expired just unavailable for use. While it will not be shown in the list of client services, the service will still reset the beginning units back to 10 on the first of the next month. This will continue until the expiration date on the service has passed or the EFT membership is cancelled.