Use membership plans

A membership plan, or simply "plan," can be assigned to a company and allows for the following:

  • Keep a track of a membership type, start and end dates.
  • Give credits automatically.
  • Add membership fees to bills automatically.
  • Permit company members to pay by company bill.

How to assign a plan?

Follow these steps to assign a plan:

  1. Go to Community > Companies
  2. Open a company and locate "Plan" section. Press Assign.
  3. Configure the plan:
    1. Plan name — type any text for your reference. The plan name will appear on Community overview, company bill transactions, and company pages.
    2. Start — starting day when the plan will come into effect.
    3. Period — the interval of plan validity, such as day, week, or month.
    4. Repeat — choose whether the plan never repeats, repeats several months, or repeats forever.
    5. Credits — the amount of temporary credits that will be given to a company every period. These credits expire at the end of every period. Credits must be enabled in Settings for this option to show up.
    6. Price — the membership fee for period. Billing must be enabled in Settings for this option to show up.
    7. Add to Bill — enable for automatic inclusion of the price into bills. See Use billing for details.
    8. Company Bill — company bill becomes available as a payment method. See Use billing for details.
  4. Press Assign.

How to edit a plan?

Follow these steps to change a plan:

  1. Go to Community > Companies
  2. Open a company and locate "Plan" section. Press the plan button.

  3. Make your changes. All changes except "Credits" and "Price" take effect immediately. Any changes to "Credits" and "Price" take effect starting the next plan period.

How to deactivate a plan?

Follow these steps to change a plan:

  1. Go to Community > Companies
  2. Open a company and locate "Plan" section. Tap the plan button, scroll to bottom and press Deactivate.
  3. When you deactivate a plan, all temporary credits immediately disappear.

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