Pre-requisite
- Check that you connected your Stripe account.
- Ensure your subscription tiers are set up beforehand.
- Want to create one? Learn how to create SaaS Plans.
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.
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The assigned plans will only appear in the client account’s Plan & Billing section.
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.
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Review subscription details before confirming.
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.