Choose a plan for a client

What this does

You decide which plan each of your client businesses uses. The plan sets what the client can use.

Steps

1. Open User Management, then Tenants, and open the client business.
2. Click the Plan tab. A new client without a plan shows No active plan.
3. Click Assign Plan. The Assign or upgrade tenant plan window opens.

   

1. Choose the Billing period, Monthly or Yearly, and the Currency, PKR or USD.
2. Click Select Plan on the plan you want.

What happens next

The Plan tab shows the client's plan. You can change it later with Upgrade / Change Plan.

Important notes

• As an Agency you can give clients Starter, Business or Pro. Other plans are not available to give.
• The window says the plan is recorded for the client and that the assignment itself is not charged.
• Each plan has its own limits, for example the number of users. See Your plan.

Related guides

• Create a client business
• Manage a client business