Adding a membership plan has gotten much easier and we've dramatically increased the functionality behind it. Triib Engine powers all membership plans inside of the Triib Platform and you can begin adding a plan by following the steps below:
1.) Click the 'Add Plan' Button on the main profile page of the member you want to edit.
2.) Select the plan, start date, and any relevant discount you want to apply.
3.) OPTIONAL: You can set a completely new BILLING DATE on the next page ('Optional Dates Page')
4.) Click 'Skip to Plan Review' button
*Always review the PLAN DETAILS before adding a plan to ensure it is setup as expected. If further modifications are needed, simply click RETURN TO PLAN SETUP and repeat.
1.) Set membership plan, start date, discount amount (if applicable) on the Plan Information Page
2.) OPTIONAL: Plans that are not 'autorenewing' will have an end date automatically set. You can manually set a new plan end date here as well as delay the first payment amount to a different date.
3.) OPTIONAL: On the Additional Plan Page you can include another plan to add on the member's account here.
*An individual member can now have multiple memberships within Triib, however only 2 plans can be set at a time.
4.) OPTIONAL: On the Setup Fee Page, you may set up a one-time set-up or initiation fee.
5.) Review & Approve the plan by clicking 'Save Plan' to complete the process!