How to assign a plan to a client
Laura Matus avatar
Written by Laura Matus
Updated over a week ago

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1. Click on Contacts.

2. Choose My Contacts

3. Find the client you want to assign the plan to and click on it so you can be redirected to the client's profile

4. Click on Memberships

5. Click on +New

6. Look for the plan you want to add and click on Choose Plan

7. Select the payment method they used to pay the plan and click on Complete

8. Done! Your client can start using their active plan ⚡🤗

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