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      1. Knowledge Base
      2. Admins: Wellness Coach Administrator Support
      3. Set Up

      Navigating the Admin Portal: Plans

      Manage everything related to your subscription and available offerings.

      Your Products

      Key elements include:

      • Plan Summary: Displays your current plan, renewal date, and included services.

      • License Management: Shows how many licenses you have available, assigned, or can purchase more.

      • Billing Info: Contains your renewal schedule, service effective date, and access to invoices.

      • Add-ons and Entitlements: Allows you to manage extra features beyond your standard plan.

      This section is designed to help you easily keep track of your subscription and make any necessary changes or updates.


       

      View All Plans 

      The Plan Comparison section allows you to explore and compare different subscription options available through Wellness Coach. It highlights the key features included in each plan and helps you choose the best fit based on your team’s goals and needs.

       

      Build Your Own Plans 

      The Build Your Own Plan section allows you to customize a Wellness Coach plan to fit your team’s specific needs. You can choose the number of licenses, select different programs or features, and see real-time pricing updates as you build.

      Key highlights:

      • License Selection: Set the total number of users who will access the platform.

      • Program Add-ons: Add optional programs like Weight Management and Employee Recognition to enhance your plan.

      • Dynamic Pricing: Pricing adjusts automatically based on the number of users and selected features.

      • Checkout Summary: A clear summary shows your custom plan and total monthly cost before finalizing.

      • Sales Support: Easily contact the sales team if you need help creating a custom solution.

      This section makes it easy to design a plan that's exactly right for your organization.


      Add-Ons 

      The Add-ons section allows you to customize your existing Wellness Coach plan by selecting additional programs and features to better support your team's needs.

      Key highlights:

      • Available Add-ons: Options like the Weight Management Program and Employee Recognition Program are available for selection.

      • Flexible Quantities: Choose the number of participants or units you want to enroll for each add-on.

      • Dynamic Pricing: Costs adjust based on your selection and volume, with real-time updates shown in the checkout summary.

      • Checkout Summary: A simple view of selected add-ons and the total monthly cost before finalizing your order.

      • Sales Support: Easily contact the sales team for help in customizing your plan further if needed.

      This section helps you expand and tailor your Wellness Coach experience based on your organization's evolving goals.


      Bills and Payments


      The Bills & Payment section provides a centralized view of your Wellness Coach account’s billing information, helping you manage payments and track your invoice history easily.

      Key highlights:

      • Billing Summary: View your current plan’s billing details, renewal or expiration dates, next invoice amount, and service start date.

      • Contact Information: Displays the billing contact details associated with your account.

      • Billing History: Access a full history of invoices, including dates, amounts, payment status, and the ability to download receipts.

      • Filter Options: Quickly sort your billing records by time range or payment status to find specific invoices.

      This section is designed to keep your payment records organized and make it easy to manage renewals and download important documents when needed.

      Got questions or facing any issues? Send us a message at support@wellnesscoach.live. We're here to support you all the way!