Planned Restarts
It happens all the time: the contract is about to end, the client doesn’t renew right away but says “let’s restart in September”. A planned restart is exactly for that: you record the agreement, and the value shows up in your potential revenue with its month-by-month instalments, well before the contract actually restarts.
Planning a restart
Go to Renewals, to the Expiring or Expired tabs, and click Restart on the client’s row. The Plan restart form opens:
| Field | What to enter |
|---|---|
| Restarts on | The expected restart date, today or later. It is required. |
| Service | The expected service: picking one refills duration and value from your price list. |
| Payment type | Monthly or Upfront. |
| Duration | The months of the planned contract. |
| Value | Suggested from the price list but always editable, for discounts or upselling. |
| Notes (agreements) | What you agreed on: useful to whoever confirms the restart a few months from now. |
A client can have one planned restart at a time: while one is live, the Restart button no longer appears on their rows.
The Restarts tab
The third tab of the Renewals page is called Restarts and gathers every planned one, with its restart date, service, value and duration. Each planned row carries three buttons: Confirm activation, Edit (the pencil icon) and the red Cancel button. At the top you get the Potential total, that is what the restarts still planned are worth together: the ones already confirmed are excluded, because their contract has already generated real instalments in Payments and adding them again would count the same money twice.
A client with a planned restart disappears from the Expired tab, both from the list and from the tab counter: they are already taken care of here. They stay visible in Expiring, though, if their current contract is about to expire. If you cancel the restart, the client goes back to Expired.
Where the planned instalments appear
From a planned restart SalesControl derives the planned instalments and shows them where they matter, labelled Planned:
- On the Dashboard, inside Upcoming Payments: they appear in the month they belong to and their amount is part of the (+… pot.) figure next to that month’s total.
- On the Payments page, in the Planned tab, with the same year and month filters as the other tabs and a total at the bottom.
The maths is straightforward: an Upfront contract produces a single instalment, on the restart date. A Monthly contract produces one instalment per month for the whole duration, each worth the value divided by the months, starting on the restart date.
Planned instalments are not real payments: they cannot be collected, they don’t appear among the payments to collect and they generate no commissions or bonuses. They exist to show you the shape of the coming months in advance.
On the Dashboard and in Payments the planned instalments are filtered by role: admins see them all, other members only see the ones for clients where they are the setter, closer or PM. The Restarts tab in Renewals, on the other hand, lists every planned restart of the agency, to anyone who opens the page.
Editing a restart
If the agreement changes before the start, click Edit (the pencil icon) on the row: the same planning form opens, titled Edit restart followed by the client’s name. The fields are pre-filled with the terms already agreed — date, service, payment type, duration, value and notes — not with the old contract’s data: you only fix what changed. Next to the value you see the restart’s currency. The save button becomes Save changes and updates the existing restart (toast Restart updated).
Confirming the activation
When the client really restarts, open the Restarts tab and click Confirm activation (the same button sits on the rows of the Planned tab in Payments, and brings you here).
At the top of the form you get the golden Agreed terms box: it recaps the restart’s date (Restarts on), service, value, duration, payment type (Monthly or Upfront) and notes. That way you confirm — or tweak — what you agreed with the client, not the old contract; the recap of the previous contract still sits below. The form is already filled in with the restart conditions and you can still change everything.
The contract restarts like any renewal: the previous contract goes into the history and the real payments are generated. See How to Renew a Contract.
The confirmed restart does not leave the Restarts tab right away: it stays visible without buttons, with the green Confirmed — restarts on badge followed by the date, as a reminder of the upcoming start, and disappears from the tab on the start day itself. If you tweaked the conditions in the renewal form while confirming, the badge and its date follow the final values of the renewal, not the originally agreed ones. From then on the Dashboard and Payments show the real instalments, not the planned ones, and the restart no longer counts towards the Potential total.
Have the restart signed instead of confirming it by hand
Restarts still marked planned also carry Send contract: the client receives the restart contract, signs it, and the confirmation happens on its own. The dialog is pre-filled with the terms you agreed — service, value, duration, payment type — and with the expected restart date, not with the old contract’s data; where an agreed value was never recorded it falls back to the client’s own.
On signature exactly what Confirm activation would do happens: the previous contract goes into the history, the real instalments are generated and the restart is marked confirmed, with the green badge and its date. Meanwhile, next to the name, you see the Contract sent on DD/MM chip. See Sending a Contract for Signature.
Cancelling a restart
If the deal falls through, click the red Cancel button on the row in the Restarts tab. The Cancel the restart? confirmation dialog opens, warning you that the restart for that client will be cancelled and that the client will go back to Expired; click Yes, cancel it to confirm (toast Restart cancelled). There is nothing to clean up: the planned instalments were a projection, so they disappear from the Dashboard and the Planned tab straight away — and the client reappears in the Expired tab.