Creating a plan

Creating a membership plan for your community.

Creating a membership plan:

  1. Login to
  1. Click the Plans tab on the left sidebar.
  1. Then click Manage Plans to go to
  1. Locate and click Create button at the top right corner.
  1. Fill out the Plan Details forms.
  1. Click Allow self sign-up. (Optional)
  1. Fill out the Billing Preferences forms.
  1. Click and fill out the Advanced billing options forms. (Optional)
      • One-time sign-up fee.
      • Security Deposit.
      • Cancellation Notice.
  1. Choose Space Access for the plan.
  1. Click Enable company plans. (Optional)
      • Select the minimum and maximum seat count.
      • Toggle Charge per seat. (Optional)
  1. Locate Add a contract card and select Enable contract. Then fill out the form. (Optional)
  1. After filling out the forms, click Create Plan at the bottom right.
Please note that clicking Allow self sign-up will enable the members to buy the plan through the Community portal.

If you have questions, please get in touch with our team at Or click the question mark icon at the bottom right and fill out a ticket.