- Select Plans Menu.
- Select 'Create New Plan' from right rail menu.
- Add Name, Description and Additional Info (optional)
- Select 'Recurring' for the Type.
- Fill out the rest of the parameters depending on how you want to manage monthly recurring members.
Notes:
"Are People Who Buy This A Member?" : Set this to YES. Typically these are your members. This will email them information on establishing an account which they can use to pre-register for class, upload a headshot and update their Credit Card on file etc. It will also help with your data when calculating how many actual members you have.
"Public" : If you want to make this plan available on your website, Member Portal or Landing Page set this to YES.
"Recurring Interval" : Usually you would set this to '1 Month', which means the person will be charged the set amount each month.
