Creating a New OnDemand Plan

Overview

This document provides a comprehensive guide for creating an On-Demand Plan using the PortOne Dashboard. An On-Demand Plan allows merchants to charge customers based on their usage or activity without fixed intervals.

Steps to Create an On-Demand Plan

1. Login to the Portal


2. Access the Subscriptions Section

  • From the left navigation bar, click on Subscriptions.
  • Select the Plan option.

3. Create a New Plan

  • Click on the "Create Plan" button to initiate the plan creation process.

4. Fill in the Plan Details

Provide the required information to set up your On-Demand plan:

Plan Name · required

  • Enter the name of the plan.
  • Example: "Pay-As-You-Go Fitness Membership"

Description · required

  • Add a description for the plan.
  • Note: Maximum 100 characters are allowed.
  • Example: "Flexible payment for on-demand fitness classes."

Additional Notes (Optional)

  • Toggle the checkbox to add additional notes.
  • For each note, fill in:
    • Title: Brief title of the note.
    • Description: Detailed explanation or message.
  • You can add multiple pairs of notes if necessary.

On Demand · required

  • Enable this option to activate the On-Demand Plan feature.
  • Description: "Enable this option to charge any amount whenever you need."

Currency · required

  • Choose the applicable currency for the plan from the dropdown menu.
  • Example: USD, VND.

5. Create the Plan

  • Review the entered details to ensure accuracy.
  • Click on the "Create Plan" button to finalize the plan setup.

Key Notes

  1. Plan Name and Description: These are mandatory fields; ensure they are filled accurately.
  2. On Demand: This option must be enabled to activate On-Demand Plans.
  3. Additional Notes: Use this feature to provide extra information or instructions related to the plan.
  4. Currency Selection: Choose the currency applicable to your target audience or business model.
  5. Verification: Double-check all details before submitting the form.

For further assistance, visit the PortOne Support Center.