There are 4 Retainers within Clientrol, each of these Retainers contain Plans created by the Admin. Each Plan can be customised with different costs, service offering and restrictions.
Every Client must have a Plan – your clients can purchase a plan directly or the Admin can manually create a client and add a Plan to their profile.
All Plans must be assigned to the Client by the Admin except for Bundle Plans, Bundles can be purchased directly online.
Bundle Plans: Create Plans based on a service offering instead of per hour i.e Social Media, Advertising or Marketing Service. These plans are available for your client to purchase as a once off or 30-Day subscription.
The URL for your Clients to purchase a Bundle Plan is: https://agency.clientrol.com/username/bundle
Hour Plans: Admin manually adds the client as Prepaid, Client will be required to have purchased an Hour Plan in advance of submitting any requests
Ongoing Plan: Admin manually adds the client as Ongoing, Client can submit requests each month without restrictions – Admin bills the client manually by Request.
Unlimited Plan: Admin manually adds the client as Unlimited, Client can submit unlimited requests, projects without any restrictions.
Once you have selected a plan for your client, the plan will be locked. If you want to change a plan, the client will have to be deleted 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.
Can a Manager modify a Plan?
No, Managers do not have access to modify plans.
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