Groups

PayPlans' back-end provide you with functionality of creating groups of already created plans. The administrators can create groups of similar plans i.e. the similar plans may fall under a single category. Doing so, makes easier for the administrator to categorize his/her plans.

Step 1: Move to the "Configuration" tab of your PayPlans kit.

Step 2: Select an option for "Enable Plan Groups" under the Features pane as:

• Yes: Choosing this option will activate the "Groups" tab and then you can categorize (group) your inter-related plans under certain groups (already created). 
• No: Choosing this option will disable the facility of creating plan groups.

Step 3: Now, move to the "Groups" tab and create new group (s) and enter the relevant details for the new group to be created.

Note: This is an optional step, if you have already existing groups and don't want to add any more groups.

Step 4: Move for the Plans tab and select any plan to be assigned to a particular group. 

Step 5: Under the "Associations" pane, enter the name of the group (s) to which you want to add the plan. Enter other required details and click on "Save and Close".