When creating a new Plan you may choose either a General Plan or Membership Plan.

General Plans are suitable for any Virtual Service or Recurring Fee Product.

When the General Plan is selected, a recurring agreement will be set up in Operate and the purchaser will be limited to purchasing only 1 package at a time.

Membership Plans are suitable for all Co-working Memberships and any recurring plan where you wish to record the Member details.

Membership Plans give the purchaser the ability to select multiple packages in a single purchase and assign different members to the different packages.

These are suitable for Time Based Plans.

Plan Comparison Chart