Pre-Session Payment Plan Calculator

"Turn awkward money talks into confident yessssses!"

Ever sat on a sales call scrambling to do math in your head while trying to sound calm? This tool ends that.

The Pre-Session Payment Plan Calculator builds clean, customized payment plans in seconds.... whether your client has a set budget or a set session date. It automatically spaces installments to wrap up about 4 weeks before their session, making it easy to show exactly how their plan will look before they book.

💡 Core Features (Both Versions)

Create custom plans based on budget or session date
Calculate installment totals and due dates instantly
End all plans 4 weeks before the session
Works for any price point or timeline you set
Gives clients clarity on the spot (while excitement is high!)

✨ Choose Your Version

📍 Calculator Only (This version)

Run the calculator manually and copy results into your CRM yourself. Best if you want full control and don’t mind entering details by hand.

⚡ Calculator + CRM Auto-Fill Setup (Upgrade)

Want everything to flow automatically? This option includes full setup by Deanna so payment plans instantly populate into your CRM contacts and contracts.

How it works:

Field Mapping: Calculator results (amounts, dates, session month) mapped to custom fields in your CRM
Auto-Populate Contracts: Merge fields like {{installment_count}} and {{payment_due_dates}} drop into your contract template automatically
Workflow Connection: Submissions create or update contacts, fill plan details, and trigger next steps (emails, invoices, tasks)

Result: While you talk to your client, their payment plan builds in real-time and flows right into their profile... no copy/paste, no typos, no lag!!