Provider's FAQ

Provider FAQ

• I’m not on the list of current provider types/categories, can I still use PlanSplit?
• How do I as a provider know when a plan has been purchased?
• How do I add locations with different entity and/or bank info?
• How can I cancel or close my provider account / portal?
• What is the Net Revenue on the Provider Portal?
• What are the different Roles for users with PlanSplit?
• Does PlanSplit charge interest?
• Are there reports available on Plan Split?
• Can and should I offer an additional discount if a consumer wants to pay for my plan in full at the time of purchase?
• Does PlanSplit market my service and plans?
• Does Plan Split provide marketing?
• How to create Users for PlanSplit?
• How do I create a PlanSplit user account?
• How to sign up for PlanSplit?
• How do I create the referral code for my consumers?
• How to create a Provider profile ?
• What is the activation fee?
• What are the URLs to my plans and provider pages?
• What is the difference between private and e-marketplace plans?
• How do I change my plans?
• When do I get the payments for my plans sold?
• What is my Provider Code?
• How to add, change, or deactivate provider users?
• Why and how to create your Provider Referral Code?
• How to Apply Usage?
• How to create Plans?
• Does PlanSplit integrate into my management software?
• What are base items versus add-on’s?
• Should I offer discounts?
• What are the PlanSplit fees?
• How is PlanSplit different from in-house plans?
• How do I create a Plan?
• What is the marketing referral fee?
• Adding Location(s)
• Is there a contract period for Providers?
• What is “Does Not Renew?
• What kind of services should a Provider list in plans or packages?
• What are service item groups?
• What is Enable/Disable do?
• What other value can I provide to attract consumers with or without discounting my plans?
• How to Correct Usage?
• What kind of pictures can I use for my business and plans?
• Creating a Consumer Profile/Provider Portal
• What are usage groups?

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