Edit Recurring Services Plan

On the Edit Recurring Service Plan page you can indicate in what order the Recurring Services UDFs will appear on the new recurring services agreement, and you can select each UDF’s setting: Shown (default), Hidden, or Required.

• If set to Shown, the UDF will appear on the new agreement.
• If set to Required, the UDF will appear on the new agreement and must be completed before the agreement can be saved.
• If set to Hidden, the UDF will not appear on the agreement.

To define UDFs for a recurring service plan:

1. Navigate to Settings>Members>Recurring Service Plans.
2. Click an existing recurring service plan to edit, or click Create to make a new plan.
3. In the User Defined Fields section, select the desired setting (Shown, Required, or Hidden) for each User Defined Field.

4. Click Save.