This article outlines the steps to create a rebilling plan in the settings of the platform, ensuring that team members can easily follow the process to set up different pricing plans for customers.
Step 1: Access White Label Settings 0:00
Navigate to the Settings section.
Select White Label Settings.
Step 2: Create a New Rebilling Plan 0:07
Click on Create Rebilling Plan.
Step 3: Name the Plan 0:17
Enter a name for the plan (e.g., Pay As You Go).
Step 4: Add a Description 0:35
Provide a brief description of the plan (e.g., For small businesses, or to get started).
Step 5: Set Minutes and Pricing 0:44
Decide if you want to include a set amount of minutes.
Set the Price per Month (e.g., $0 for Pay As You Go).
Set the Price per Minute (e.g., $0.29).
Step 6: Create Additional Plans 1:19
Repeat steps 2-5 to create additional plans (e.g., Growth Plan with 500 minutes at $750/month, and Hyper Plan with 10,000 minutes at $2,500/month).
Step 7: Review Created Plans 3:04
Confirm that all created plans are visible in the settings.
Step 8: Assign Plans to Workspaces 3:20
Go to Workspaces and select a workspace.
Check if a plan is assigned (indicated by a green checkmark).
Step 9: Invite Users to Accounts 4:25
Add users by entering their name and email.
Assign them a role (e.g., Editor) and select the appropriate workspace.
Send the invite.
Step 10: User Experience After Login 5:31
Users will log in and see the available plans to select from.
Step 11: Understand Prepayment Wallet System 6:07
Explain to users that they will be charged a prepayment amount (e.g., $20) upon signing up, which will be converted into minutes based on the pricing.
Step 12: Monitor Payment and Usage 7:13
Ensure users understand that once their minutes are depleted, they will be charged again based on the pricing set.
Cautionary Notes
Ensure that all pricing and minute allocations are accurate before finalizing plans.
Remember that plans cannot be edited once created; they must be deleted and recreated if changes are needed.
Tips for Efficiency
Use consistent naming conventions for plans to avoid confusion.
Document any specific pricing strategies or customer needs to tailor plans effectively.
Regularly review and update plans based on customer feedback and usage patterns.