Client Plans are the Retainers available within Clientrol.
Every Client must have a Plan – you can choose from the following plans to suit your client ‘s requirements.
Once you have selected a plan for your client, the plan will be locked. If you want to change a plan, you can delete the client or create a second client account.
How do I add a Plan to my Client?
Go to the Admin Dashboard, select Clients from the sidebar and choose the Plan.