Adding Plans to Your Subscription (Client Administrators only)

To add a plan to your subscription:

1. Navigate to the Add tab on the client administration Plan Subscription Management screen (Client Administration > Plans).
2. Enter the criteria on which to base the search for a new plan. You can choose from plan name, street name or postcode. In each case the search looks for plans with names starting with the letters you enter. If you enter text in more than one field (for example plan name and street name) the search returns those plans meeting all of the criteria specified.
3. You may restrict the search to plans within a selected region or of a given plan type. Click the arrow next to the appropriate drop down box and select the region/type required.
4. If you make a mistake or want to change the search click Clear to remove the search criteria and start again.
5. Click Search. The search results are listed in the table.
6. Highlight the plan you require and then click either Contract or Rolling depending on the type of subscription you want. The plan is added to the second list.
7. Continue until you have all plans you want to add to your subscription in the lower list box. You can remove an unwanted plan from this list by highlighting it and clicking Remove.
8. Click Confirm all.