Overview
The Packages feature is a valuable tool for creating subscription plans you can offer clients or team members. This feature allows you to create a license for someone without additional charges. This article will discuss the exact strategies for implementing this feature and how to create a subscription for a client or team member without charging them. Please watch the video below for a walkthrough, or keep reading to learn more.
Manually Creating a License In Dynamic Packages
By following these steps, you can easily create a license in Dynamic Packages and offer it to your clients without any additional charges or create a license for one of your team members. This feature is handy for creating a seamless experience for your clients.
Step 1
First, please ensure you have created a package you want to subscribe someone to under Packages.
Next, you will want to navigate to the "Subscriptions" tab under White Label option.
Step 2
Next, click "Add an Account" to see the account creation option. Please ensure you accurately fill out all their information, or whoever you have created an account for will not gain access.
π Please Note
Only check the "Also Send Welcome Email" box if you have your SMTP setup.
Step 3
Once you have accurately filled in all the required info, selected a plan, and set an expiry date, click "Create." This step ensures you have created an account.
Finally, if you selected to have a welcome email sent to the person you've created an account for, that will be sent to them automatically. If not, you must notify the new account owner with their login information, or they will not receive it.
π‘ Tip
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