Firm User

⌘K
  2. Home
  4. Docs
  6. Firm User
  8. Memberships
  10. Create A New Membership

Create A New Membership

  1. Log in as a user with the Firm account.
  2. Click on “Membership” on the side menu.
  3. Click “+ CREATE MEMBERSHIP PACKAGE” button on the right side of the screen.
  4. On the “Create Membership Package”, fill up the following fields;
    • Status: Active/Inactive (Plans with Inactive status will not be available to the Cosecs).
    • Package Name: Give your package a name. For example: Basic Plan, VIP Plan.
    • Remarks: Enter a short description here for the Cosecs to better understand the purpose of the plan.
  5. Click “Create Membership” button to submit the form.
  6. The page will return to the Membership Listing page with a popup success message.

All new membership will be created without any category. You can now add categories for it.