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How to Attach a Membership Plan to a Rate

Follow the steps below to associate a membership plan with a simulator rate.

Step 1: Create the Membership Plan

Before a membership can be attached to a rate, you must first create the membership plan.

  1. Navigate to the Memberships section.

  2. Create the desired membership plan.

  3. Save the membership plan.

Step 2: Open the Simulator

  1. From the top navigation menu, click Simulators.

  2. Select the simulator you want to update.

Step 3: Navigate to Rates

  1. In the left-hand sidebar, click Rates.

  2. Locate the rate you want to modify.

Step 4: Edit the Rate

  1. Click the pencil icon next to the rate.

  2. Scroll down to the Memberships field.

Step 5: Attach the Membership Plan

  1. In the Memberships field, search for and select the membership plan you created.

  2. Verify the correct membership plan has been added.

Step 6: Save Your Changes

  1. Click Save to apply the changes to the rate.

The selected membership plan is now attached to the rate and will be available according to the rate's configuration.

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