Willow Camp - Retreat Guru Core Plan
Open Dates
Before sending the sign-up form:
- Program Category – change to include SaaS and Salesperson.
- Header Note – change the registration form Header Note to display the name of the center.
- Welcome Note – change the registration form Welcome Note to display the effective date of the agreement.
- Price line item – leave only one price line item – remove unused items.
- Price description – modify the price description as needed:
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- monthly amount (initial month)
- plan rate
- subscription basis
- (if applicable) keep/remove credit card processing sentence
- (if applicable) fixed discount and end date
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- Tax – Center in Canada? Select the appropriate tax question. (question, if applicable)
- Terms of Service
- Choose MP percentage (question, if applicable)
- Choose payment processor and rate (question, if applicable)
- Thank you page footer – change to show salesperson for the account
- Next Steps – enable the appropriate Next steps question for this program. (choose one)
- Your new subscription – what happens next?
- Your renewal – what happens next?