How to add a new team with a billing plan

Go to the Directory tab.

Click on "Teams."

Click the "New Team" button.
​​

​

Enter in the relevant team information, then click the "Add Plans" dropdown under "Team Membership."
​​

​

Select a plan to add to the team. If you need help creating a new plan, follow the steps listed here.
​​

​

Enter the quantity of plans, add any discounts, and choose if you'd like to include any conference room booking hows with the membership.
​​

​

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.
​​

​
If you want to start billing immediately, choose to prorate. Otherwise, the plans will invoice the member on their recurring bill date.
​​

For payment, select the billing type (send invoice by email or bill automatically). If billing automatically, add the relevant credit card information here.
​​

​

Click "Save Team" when finished.