Customer Invites
The Customer Invite system is at the core of your Eleplan Partner account, enabling your company to sponsor Eleplan subscriptions for your customers. Here’s how to access, use, and monitor the Customer Invite system efficiently. Key Information: You’ll find the Customer Invite system in the Home tab of your Partner account. Ensure your partner account is set up and your status is marked Active. Only then will you be able to send invites. Bulk Inviting Customers To bulkFew readersPartner Created Plans
Instead of inviting customers to set up their accounts, this feature enables partners to create accounts and Eleplans directly for their customers, ensuring a seamless and hands-off experience. Key Information: The create plans feature is located in the Plans tab of your partner account. Your partner account must be fully set up, with an Active status, before you can create plans for your customers. How to Create an Eleplan for Your Customer: To create an Eleplan, follFew readers