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Rate plans specify different pricing based on the service’s location or its associated contract term. For example, you can use a rate plan to provide a lower price for customers that sign a two year agreement, or a higher price for services that cost more depending on where it is located.
Steps
Access the Add Rate Plans Page
- From the Ubersmith Dashboard, click Setup Settings.
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The Ubersmith Settings page appears. - From the Clients section, click Rate Plans.
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The Rate Plans page appears. - Click Add Rate Plan.
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The Add Rate Plan page appears.
Complete the Details tab
- In the Name field, enter the name of the rate plan.
- In the Description field, enter some information that describes your rate plan.
- In the Status field, select Active.
- Click the Terms tab.
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Complete the Terms tab
- In the Contract Terms field, select the applicable contract term. If no terms are selected, the rate will apply to all contract terms.
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Complete the Facilities tab
- In the Facilities field, select the applicable facility. If no facility is selected, the rate will apply to all facilities.
- Click Save.
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| Информация |
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The Data tab provides a means for you to define a variable name and a value to store with the rate plan. This data can be used with the Ubersmith API to generate more in depth reports and order forms. |
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