FAQ: Plans

Is there any way of having a link for plan sign-up?

Yes. From the dashboard, go to Inventory > Plans, click the name of the plan, whose link you want to view and at the bottom of the page you'll see a Sign up links section.

How can I give members of a particular plan different prices?

This can be done by defining discounted/different prices for those memberships. You can also alter the unit price on a membership plan when you set up the contract or the proposal.

What is the best way to set up a deposit for new members?

The best way is to create a "deposit product" and add it to the plan. This will let you have more control over the reports that your platform offers. You must first add the product via Inventory > Products and then add it to the plan that you want.‌

When someone signs up to a plan, how long does it take to create the first invoice?

When a new Contract is added, it is normally processed within 15 minutes and the invoice is created automatically, unless a start date in the future was set manually from the Admin panel to the Contract.

How can I remove a plan from the member's portal?

From the dashboard, go to Inventory > Plans, click the name of the plan and then turn off display this plan on the website.

adjusting the settings for a plan