Recurring monthly engagements

Tutors, life coaches, and virtual assistants can send a proposal that bills monthly for a fixed term, from 2 to 12 months, instead of quoting a single package. The client signs once, pays the first month, and every later month collects on schedule.

Industries that can bill monthly

Monthly billing is available on proposals for tutors, life coaches, and virtual assistants, the three industries whose work runs as an ongoing engagement. Other industries collect a deposit and a balance, or use an installment plan.

Setting up a monthly engagement

Start a new proposal in one of those industries and tick Recurring monthly engagement (fixed term), which replaces the package quote. Enter the monthly amount, from $50 to $20,000, and the number of months, from 2 to 12. The total is the monthly amount times the months, and the first month is the deposit.

Here is an example. A tutor bills $400 a month for 3 months. The total is $1,200, the client pays $400 when signing, and $400 is collected 30 days after signing and again 60 days after signing.

Step by step

Setting up a monthly engagement:

• Choose New quote and pick tutoring, coaching, or virtual assistant work as the industry.
• Tick Recurring monthly engagement (fixed term).
• Enter the monthly amount and the number of months.
• Enter the client's name and email, and add the first session date as the service date if you want autopay offered.
• Send the proposal. The client signs and pays the first month on the same page.

Can clients start a monthly engagement from my booking page?

No. The booking page quotes your catalog's packages, and monthly billing is set only on proposals you create yourself. A client who wants ongoing work can send a request for a package, and you can reply with a monthly engagement proposal instead.

When is each month collected?

Each later month is due every 30 days after the signing date, not on a calendar day of the month. Collection works like any balance payment: the client gets a secure payment link by email 14 days before each month is due and reminders as the date approaches, or the card is charged automatically if they opted in to autopay at signing.

Autopay is offered when the proposal has a service date, such as the first session date, and the client pays by card. Without a service date, every month collects by payment link.

What the contract says

The monthly schedule appears in the payment section of the agreement your client signs: the total, the number of months, the monthly amount, that the first payment is due on signing and is not refundable, and that each later payment is due every 30 days after signing and collected through BookNox. The document and the collection schedule always match.

What the client sees

The proposal shows the engagement as one line, the monthly amount times the number of months, followed by the contract with the monthly schedule. After the first payment, the client's page lists each later month, labeled Month 2 of 3, Month 3 of 3, and so on, with its due date, and a Pay button lets them pay the next month early.

Unpaid months

An unpaid month is handled like any balance payment. The client gets an email the first day after it falls due and then one a week, and you get a single overdue notice for that month. With autopay, a declined card is retried once after three days before the client is sent a link. Billing is monthly only: weekly or every two weeks is not available.

Does the engagement renew automatically?

No. The agreement ends after the final month. Nothing renews or charges past the term you set; continuing together means sending a new proposal for a new term, which the client signs again.

Pausing or skipping a month

From your Bookings page you can move a month's due date later, up to two years ahead, or waive a month entirely, and BookNox emails the client when a payment is waived. A month can never move earlier or grow, because the schedule mirrors the signed contract. To change the monthly amount, end the engagement by waiving the remaining months and send a new proposal.

Keeping the weekly slot free

Most monthly work happens on a regular day. Add a recurring weekly hold for that weekday in your availability settings, with an end date matching the engagement, and your booking page stops offering that day to anyone else. The Weekly availability holds article explains how.

Your calendar

A paid engagement appears on your Google Calendar on its service date, when it has one, as an all day event, and the client gets a calendar invite for that date with their first payment receipt. The recurring sessions themselves are not added to your calendar; a weekly hold mirrors the standing weekday there instead.

Where the money goes

Every monthly payment goes to your own Stripe account and on to your bank. BookNox takes no cut, you get an email as each month clears, and the Bookings page shows the amount still open and the next due date. With QuickBooks connected, each month posts as its own sales receipt.

Sources, read October 22, 2026: Stripe: a direct charge appears on the connected account, not the platform; Stripe: payouts move your available balance to your bank.