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3. Add New Subscribers

Add New Subscribers: 

Add a New Subscriber by navigating to Subscribers >> New Subscriber. 

New Subscriber Page View: 

Creating subscribing is a 5-step process. It includes: 

  1. Select Plan

  2. Subscriber Info

  3. Add-on Module

  4. Quotation

  5. Summary 

Select Plan: 

This page displays all the plans available in the Application. Users can select one-plan at a time. After selecting the Plan User should select the Next option to move on to next step of Subscriber creation. 

Subscriber Info: 

The Subscriber Info page is to key in Subscribers information. 

 

 

  1. Company Information: This section should contain the details of the Company. It should be company logo/image, company name, company code, company type (private / public), industry, description and contact details.

  2. Registrant Details: To fill up Registrant details.

  3. Previous: To navigate to previous page.

  4. Next: To move on to the next step of the Subscriber creation process. 

Add-on Module: 

Add-on modules adding process can be completed on this page. 

  1. Add-on module's view: All add-on modules details configured in Settings will be displayed over here. User can select one among those.

  2. Previous: To navigate to the previous page.

  3. Next: To move on to the next step of the Subscriber creation process.  

Quotation: 

Below details are displayed in the Quotation page.   

 

  1. Quotation: To show the Plan with pricing and other details filled in Subscriber info page.

  2. Payment Details: To describe the Payment method and Account manager details.

  3. Remarks: To update remarks if any.

  4. Previous: To navigate to previous page.

  5. Next: To move on to the next step of the Subscriber creation process.  

Summary: 

The summary page displays plan details the Subscriber opt for, add-on module details with price breakdown details. 

 

  1. Previous: To navigate to previous page.

  2. Submit: “Plan registered successfully” message will pop-up on clicking on to Submit button. 

After the User successfully registers for a Plan, notification will be triggered to the registered email id. Based on the billing cycle the User selected, payment reminder notification also will be triggered to the registered email id. 

 

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