Lesson 23 of 23 · Admin
Partners and Pricing
Partners decides who receives leads for the premium services, such as life insurance, legal services and dynasty trusts. A service with no partner shows Waitlist; leads still come in but don't get an automatic handoff email. Pricing edits the plans and add-ons on the public pricing page.
What this tab is for
- Set a partner name and handoff email for each premium service
- Add, edit and delete plans with a monthly price, setup fee and features
- Mark a plan Most popular
- Add, edit and delete add-ons
Option 1 of 2
Setting partners
- 1
Open Partners
Each premium service is listed.
- 2
Add the partner
Enter the partner's name and the email that should receive leads, then save.
- 3
Check the result
The service no longer shows Waitlist, and new leads are emailed to the partner.
Option 2 of 2
Editing pricing
- 1
Open Pricing
It edits what shows on the public pricing page.
- 2
Edit a plan
Change the name, price per month, setup fee and features (one per line). Tick Most popular to highlight it.
- 3
Add a plan or add-on
Use Add a new plan or Add a new add-on at the bottom.
- 4
Check the page
Open the public pricing page to see your changes.
Worked through every option above? Finish the lesson to tick it off.
Want more detail? Read Partners and Pricing in the manual.