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Create a plan with multiple charges?

Create a plan with multiple charges?

How do I create a plan with multiple charges using the KinderPass portal

Customer Success Team avatar
Written by Customer Success Team
Updated over 11 months ago

Here’s how you can create a plan with multiple charges.

  1. Ensure all required charges for the plan are set up beforehand.

  2. Go to the Billing module and access Plans.

  3. Click on "Add Plans" located at the top right corner and choose the plan type: One-time or Recurring, depending on your preference.

  4. Enter details such as location, plan name, cycle, dates, etc., accurately.

  5. In the designated charge section, click "Add new" and choose the charge from the dropdown menu. Confirm your selection by clicking "Add" under the action column to add the charge to the plan.

  6. To add more charges, repeat step 5 and select additional charges from the same dropdown menu.

  7. Click "Save Plan and Continue" at the bottom to save the changes you have made and to proceed to the next screen to add children to this plan.

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