Setup assistant

The setup assistant gets the basic setup of My customers ready in five steps: the currency you charge in, how you price your service, the methods your customers use to pay you by hand, and online payment gateways. It opens in the Set up My customers dialog and takes about three minutes. Everything you choose can be changed later in Settings .

When it shows

• It opens by itself the first time you enter any My customers page, if your user can change the settings (Update privilege on Settings) and the account has no plans or customers yet.
• If you skip or close it, it stops opening by itself and nothing you typed is saved.
• To open it again, go to My customers > Settings and click the blue Setup assistant box (Currency, plans and payments).
• In an account with fewer than 100 devices or in the demo account, the assistant opens when you come in until you close it in that browser. You can go through every step, but Save and finish is disabled.

Step by step

Move forward with Next and back with Back. In the left panel you can go back to a step you already passed. Skip the assistant closes it without saving.

1. Currency

1. In Currency, choose the country; the currency comes with it. The list starts with the US dollar and the Colombian peso.
2. Check the example in This is how a price looks: to confirm the format.

It is the currency of your plans, subscriptions, payments and reminders. When a payment gateway does not take it, it charges the equivalent in dollars at the rate of the day.

2. Plans

Choose one way to charge or both:

• Fixed-price plans: you set the price and how often it is paid; your team only chooses the plan. For each plan type the Name, the Price per device and Every (a number and Days, Months or Years). Add another plan adds more rows. If you already have plans, they are listed and the checkbox creates one more.
• Open values: each subscription has its own price and period. If you check it, every user will be able to type them; otherwise only the administrators.

The plans created here charge the price for each device of the subscription, have 3 grace days and renew the Plaspy devices when a payment is registered. You can adjust those values later in Plans.

3. Payment methods

These are the means your team picks when it registers a payment by hand: cash, transfer, deposit or whatever you use. In a new account the assistant proposes Cash and Bank transfer. For each method set:

• Requires confirmation: with Yes, it waits, the payment does not renew the subscription until someone allowed confirms it. Use it for the means you take time to see in your bank account.
• Requires support: whoever registers the payment must attach the receipt or the transfer voucher.

To add another one, type its name in Another method: cash, deposit, etc. and click . At least one method must stay active.

4. Online payments (optional)

It shows the Bold, ePayco and PayPal gateways, whether each one is already Connected and the currency it charges in. The assistant does not set up the gateways: check Take me to set up the gateways when I finish. if you want to go do it afterwards. You will need the keys each gateway gives you (see Payment gateways and methods).

Click Save and finish. The currency, the plans and the payment methods are saved.

5. Ready

The summary shows the currency, the way to charge, who can use open values, the payment methods and the state of online payments. From here you can go to Set up payment gateways (if you checked the box in step 4) or to Create my first customer, which opens the new customer dialog.

Messages you may see

• Choose at least one way to charge to continue.: in step 2 you checked neither plans nor open values.
• Please enter the name of the plan. or Please enter the price of the plan.: a plan row lacks its name or a price above zero.
• Please enter the name of each payment method., That payment method is already in the list. or Keep at least one payment method active.: check the table of step 3.

Related articles

• Plans
• Payment gateways and methods
• Customers