At the time of activation, the operator's account will be provided with 3 sample plans that can be modified at any time. But operators can also create additional plans by following the steps below:
- Go to Business Settings and click on the tab titled "Plans":
- Click on + Create Plan
- Fill out the needed information:
- Title: the plan name.
- Type: for Business/Organization use or Personal/Residential use.
- Pricing: monthly billing is mandatory, but you can choose your secondary billing cycle to be either semiannual or annual.
- Subtitle: an optional field for notes and descriptions when needed.
- Plan-specific Terms: an optional field for attaching terms of service for your plan. More about this can be found here.
And to adjust plan conditions and other surcharges, head to the "Plan Conditions" tab after creating your plans.
Important notes:
- Newly created plans will automatically be hidden on your SphereMail portal signup page.
- You can show/hide plans by clicking on the eye icon next to them.
- You can have a minimum of 1 and a maximum of 4 visible Business plans.
- You can have a maximum of 4 visible Personal plans as well, but you can hide them all or not create one.
Consult the video below for further instructions: