Assign plan to a member

Assign a plan to an individual member

On the member’s personal page, click on ‘Plans’ and head over to ‘Add a plan’. Here, you can fill in the empty fields.

If a member receives an active plan, a draft invoice will automatically be created under the tab Financial > Invoices > Uninvoiced.

Assign a plan to multiple members

Filter your specific group of members in the active members screen, then select the members you want to assign the plan to. Then assign a plan to this group by clicking the button Assign Plans. In the next screen, you can select a plan and (if needed) add an end date.

At the bottom of the page, you will see a complete overview of the members you are about to assign the plan to.

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