Create and manage Charging rules

Charging rules gives you the ability to pre-define the charge settings for your personal charge point at home. After you have set up a rule, you don't need to use Monta Charge to initiate charging anymore!

Before you set it and forget it, here are some things to keep in mind:

• Charging rules only work when the charge point is set to Private
• Currently, you can only create 1 rule at a time
• If you set up a Charging rule, you can still perform a manual charge (slide start via Monta Charge)
• Your charge point needs to support AutoStart and AutoSmartCharge.
• To create a Charging rule, you need to be the owner of the charge point or have configuration rights

Access Charging rules

Charging rules are located in the settings of your charge point.

1. Select Chargers and find your charge point
2. Click on the settings wheel and click on Charging rules
3. Click on + Charging rule and select between:
   • SmartCharge (previously Auto SmartCharge)
   • Scheduled charge
   • Charge immediately (previously Auto Start)

Note: If you haven't set up a charging rule yet, the Chargers tab will display the section "Activate charging rule?". You can click on "Set up charging rule" to access the Charging rules section.
Once you have set up a charging rule, the settings will appear in the Chargers tab. You can access the charging rules by clicking on the rule. More about this in the "Update Charging rule" section of this guide.
You will also be able to see any ongoing charging sessions based on a charging rule, including details about when it started and when we expect it to be completed.

SmartCharge rule

Creating a SmartCharge rule ensures that your SmartCharge session will automatically get scheduled, according to your preferences. This was previously known as Auto SmartCharge.

Make sure that you have enabled SmartCharge from the Access settings.

1. Access Charging rules and select SmartCharge
2. Select of you want to delay the start of the charge
   • The algorithm will schedule the start after the time you specify here
3. Select when you want the car to be ready for pickup
4. Select the car and amount you are charging
5. Click on Save rule
6. View your Charging rule to make sure it fits your needs

Scheduled charge rule

Scheduled charging allows you to state the exact time when you want your car to charge. By setting a Scheduled charge rule, you just need need to plug in your car and the charge will automatically take place at the same time of the day.

1. Access Charging rules and select Scheduled charge
2. Select a start and and end time for the charge
3. Click on Save rule
4. View your Charging rule to make sure it fits your needs

Charge immediately rule

Charge immediately is the settings that starts the charge, as soon as the car is plugged in! Previously known as Auto Start.

Make sure there are no schedules from the car or the charge point that can interfere.

1. Access Charging rules and select Charge immediately
2. Click on Save Rule
3. View your Charging rule to make sure it fits your needs

Update Charging rule

Currently, you can only set one Charging rule at a time. However, you can update your Charging rule and switch between the three modes.

1. Select Chargers and find your charge point
2. Click on the created charging rule
3. Click on Charging type to select and set a different type of rule
   • To deactivate a rule, you can just toggle it off.

Enable Reimbursed charging

This function is only available for uses who have already set up their Reimbursed charging. When you enable this, you ensure that all charges started with a specific Charging rule will be Sponsored by your employer.

1. Select Chargers and find your charge point
2. Click on the settings wheel and click on Charging rules
3. Click on the current rule you have set
4. Toggle on Activate reimburse charges
5. Save changes