Plan Types

Click Admin > Plan Types. The Plan Types window displays.

Click New. The Plan Type window displays.

Enter a Description and select the Commissions tab.

Click New. A blank row is added.

Enter a Description and Fixed Fee.

Select the Statuses tab.

Tick the relevant statuses.

Select the General Settings tab.

Select the Default Status.

Click OK. The Plan Type is now configured.

Note: Repeat these steps until all plan types are configured.