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Pre-requisite

Make sure your Client was enabled with Re-billing.

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Steps for Agencies to Assign a SaaS Plan

1

Log in to the Agency Panel

  • Navigate to the “Client Accounts” menu.
  • Click on the desired client name and open the “Pricing” tab.
2

Assign SaaS Plan

  • Tap the “Assign to Client” button to assign a subscription plan.
  • The assigned plans will only appear in the client account’s Plan & Billing section. Plan3 Pn

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Steps for Clients to Access SaaS Plans

1

Log in to the Client App

  • Navigate to the Plan & Billing Menu
  • View available subscription plans.
2

Subscribe to a Plan

  • Click “Subscribe” on your desired plan.
  • Review subscription details before confirming. Plan2 Pn
Upon successful subscription:
  • A Success page will be displayed.
  • Clients will receive a confirmation email with the payment invoice.
  • Agencies will receive a notification via email to the billing contact.