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Create a Plan

Create a subscription plan for agencies from the Super Admin settings area.

Before You Start​

  • Make sure you are logged in as Super Admin.
  • Decide the plan name, features, and limits before you start.

Steps​

  1. Click your account icon in the top-right corner of the page.
Super Admin account icon in the top-right cornerSuper Admin account icon in the top-right corner
  1. Open Settings from the dropdown menu.
Profile dropdown with the Settings optionProfile dropdown with the Settings option
  1. Open the Plans tab.
Plans section in Super Admin settingsPlans section in Super Admin settings
  1. Click Add Plans to create a new subscription plan.
Plans page with the Add Plans button highlightedPlans page with the Add Plans button highlighted
  1. Fill in the required fields for the plan you want to create.
  2. Click Create Plan to save it.
Create Plan form with plan details ready to saveCreate Plan form with plan details ready to save
  1. Review the plans list to confirm the new plan appears there.
Plans list showing the newly created planPlans list showing the newly created plan

What Happens Next​

The new plan becomes available in the plans list and can be used for agencies.

Notes​

  • Use clear plan names so they are easy to identify later.
  • Check the features and limits carefully before you save.