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How do I add a billing plan to a new team?
How do I add a billing plan to a new team?

How to add a new team with a recurring billing membership.

Tanner avatar
Written by Tanner
Updated over a week ago

How to add a new team with a billing plan

  1. Go to the Directory tab.

  2. Click on "Teams."

  3. Click the "New Team" button.
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  4. Enter in the relevant team information, then click the "Add Plans" dropdown under "Team Membership."
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  5. Select a plan to add to the team. If you need help creating a new plan, follow the steps listed here.
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  6. Enter the quantity of plans, add any discounts, and choose if you'd like to include any conference room booking hows with the membership.
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  7. Select when you'd like the membership to start, if you'd like to include a cancellation date for the membership, what the recurring bill date should be, and if you'd like to prorate the membership.
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    If you want to start billing immediately, choose to prorate. Otherwise, the plans will invoice the member on their recurring bill date.
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  8. For payment, select the billing type (send invoice by email or bill automatically). If billing automatically, add the relevant credit card information here.
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  9. Click "Save Team" when finished.

Happy Coworking!

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