Chapter 39 of 39 · 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.
How it works
What you can do here
- 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
1. 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.
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.