Retainers are fixed-price tasks you can hire a Codeable expert for and have them take care of it for a given period. Anything you need continuously or on an ongoing/recurring basis can be a retainer task. WordPress regular maintenance, security audit, and custom plugin/theme updates are perfect examples you could make Retainers for and get them addressed for as long as you need.

Once you have a recurring task in mind, you'll need to hire an expert and agree with them on the details and the monthly price upfront. After both parties are on the same page and are ok with the scope of work and total cost, the expert will create a Retainer for your specific task in our application, and you'll get automatically billed each month for it. Lean and neat!

Note: we're already working on the possibility for you to pick and create a retainer task right from the beginning. For now, you'll need an expert to create one for you.

Once an expert has created a retainer task for you to fund, your workroom will show a banner at the top of the screen prompting you to fund the recurring subscription:

Once the retainer has been funded and up and running, you can not change the card.

If you want to change the card for the retainer task, the only way is to cancel the current retainer and ask your expert to create a new retainer task. Both you and your expert can cancel the retainer at any time.

Please be aware that immediately after you put in new card information in the new retainer task, your card will be charged, and the retainer is set up and running, so your card will be charged every month on the same date, and your expert will get the payment each time one month after you are charged.

You first need to click "VIEW ALL TASKS" to view the retainer, and then you will see the "CANCEL" button.

You can also ask your expert to cancel the retainer task. It will not affect your expert getting paid for the current retainer you've paid, and you won't be charged again after the retainer is canceled.

If you can't fund your newly created retainer task or your ongoing retainer task payment is failing, we suggest you contact your bank or card company, which will help you pre-authorize the transaction. And please also let them know this is a monthly recurring payment.
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After you contact your bank, either fill in your card information again if it's a newly created retainer or wait till SafeCharge attempts to process the transaction again in three days since the first attempt. When the retainer payment fails four times altogether, it will be canceled automatically.

​If you want to change the card for the retainer task, the only way is to cancel the current retainer and ask your expert to create a new retainer task. Both you and your expert can cancel the retainer at any time.

If you still can't fund the retainer task, you can move this forward using regular additional tasks instead of retainers. Your expert needs to create an additional task every month for the next month's maintenance work, and you mark the previous month's additional task as complete and fund the new one.

Retainers have the same 28-day warranty as regular projects and additional tasks. It's basically the same as an additional task, except it's automatically funded and marked as complete each month.

To give you an example, if a retainer begins (is funded) on say April 16, then it will automatically mark itself as complete on May 16 and automatically charge for the next month on May 16... then the process repeats until canceled or payment fails 4x in a row and automatically cancels itself out.

There are no contracts or lock-in periods; you may request to cancel the retainer anytime. If work is done and delivered to you and you're happy with the quality, then we can provide a partial refund for the time remaining and not used. And if any bugs are found in the work delivered, then they will be covered by the 28-day warranty period, just like a normal task :)

And if you have any follow-up questions, contact us in support; we'll be happy to help!

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