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User guide · Company Owner

Company:prepare membership plans

Review plans and the fields that define their price, scope and booking allowances.

  • Use an account with access to this workspace.
  • The screenshots show the form before submission. Review the saved record on your site after saving.
Company OwnerStep-by-step instructions

Review current plans

Company Owner

1Step 1 of 2

Membership plans belong to the company configuration.

  1. Review the existing plan list before adding a plan.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

Check the intended scope to avoid duplicate or conflicting plans.

Owner · Company: prepare membership plans01

Prepare plan scope and allowances

Company Owner

2Step 2 of 2

The form includes membership type, scope, venue, monthly/annual prices and hour limits.

  1. Review the scope, prices, advance-booking days and active state before Save.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

Review the saved plan on your site before offering it. The screenshot is the unsubmitted form.

Owner · Company: prepare membership plans02
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