Including a product in a plan
Adding products to a plan
You can include products in a plan. When a person signs up to the plan, these products will then be provided to the customer. Remember that these products will be included in the account for all members who are signed up to the plan. If you would like to include individual products to certain members, you can do so directly in their member profiles.
IMPORTANT: When you include a product as part of a plan, its price is charged on top of the plan's price. For example, if you have a fixed plan at $300 that included a 10-day pass worth $100, the total amount to be invoiced would be $400.
Products bundled with a plan are automatically renewed when the plan renews.
Products must be enabled before they can be used, and there are two ways of doing this:
When the customer pays the invoice for the products. If you are selling a product to a member or contact from the dashboard and you want the product to be used immediately, you can enable it at the time it is bought
When a member buys a product on the space website and chooses to add a product to their plan. The product is enabled once the buying process is complete
To include a product in a plan
Click the plan to which you want to add a product, then under the plan name, click Deposits.
In the Plan components section, click Add plan component.
In the Component product drop-down box, select a product. Alternatively, type one or two letters of the product name, then select from the choices presented.
Click Save changes.
Component products are visible to a customer once they have signed up for a plan, after they have accept the terms and conditions.
Last updated
