How to Use Price Plans

Price Plans allow you to set custom prices for various groups in your organization.

How to Create a New Price Plan

1. Click on Accounting tab in left hand navigation bar.
2. In the top right corner, next to + Add New button, click on the ellipses (…).
3. Select $ Plans.
4. Select + Add New Plan.
5. Enter New Price Plan’s name.
6. Select Yes or No under Service Fee. Selecting Yes will add the NeedleNine Service Charge Fee to each client’s invoice.
7. Click the checkmark to save.
8. You will now need to edit each individual Accounting Item’s rate for this new Price Plan.

How to Edit Price Plan Rates

1. Click on Accounting tab in left hand navigation bar.
2. Select ellipses (…) on the desired item. Select edit.
3. Under Price Info, enter the new price for that item under each Price Plan.
4. Click Save.

How to change a client’s assigned Price Plan

1. Go to client’s profile.
2. Go to Billing tab.
3. In Price Plan module, select the edit icon.
4. From drop down menu, select new Price Plan.
5. Select Update Price Plan.

By default, NeedleNine has three default Price Plans: Retail, Club, and Employee. These will automatically be assigned to your clients based on a couple of checks:

• If a user is enrolled in the Club Membership, they will be assigned to the Club Price Plan.
• If a user is an employee type user (e.g., Instructor, Staff, Customer Service Representative, etc.), they will be assigned to the Employee Price Plan.
• Otherwise, the default Price Plan is Retail.

Please note that if an employee is enrolled in the Club Membership, they will be automatically assigned to the Club Price Plan. Have your employees unenroll from the Club, if they desire the Employee Price Plan. NeedleNine will automatically assign them to the Employee Price Plan after unenrolling in the Club.