Why Would I Need to Add or Remove a Membership Package?

The recovr Portal allows businesses to view and manage member information for each membership package they offer. You may want to add or remove a package in the portal if:

  • You’ve launched a new membership package and need to track members subscribed to this package in the portal.
  • You don’t require certain packages to appear on the portal (e.g., some businesses may exclude trial packages to simplify tracking).

This guide will walk you through the steps to add or remove a membership package on the recovr Portal.

 

How to Add a Membership Package

  1. Begin by logging into the recovr Portal and go to the Setup section.
  2. Select Your Package
    • Click in the empty space to bring up a dropdown menu of all packages currently not displayed in the portal.
    • Browse the list and tick the box next to the package(s) you’d like to add.
  3. Save Your Changes
    Once you’ve selected the package(s), click Save Packages to confirm. The newly added packages should now be visible in the portal.

 

How to Remove a Membership Package

  1. Navigate to the Setup Page
    Go to the Setup section of the recovr Portal.
  2. Remove the Package
    • In the Packages section, locate the package you wish to remove.
    • Click the “X” button next to the package name. This will remove the package from the portal.
  3. Save Your Changes
    After removing the desired package(s), click Save Packages to confirm. The removed package will no longer appear in your portal list.

 

FAQs

Q: Will removing a package delete any member data?
A: No, removing a package from the portal will not delete any data. It only hides the package in the portal view, and you can re-add it at any time.

Q: I added a new package, but I don’t see it in the dropdown list. What should I do?
A: Make sure the package was created correctly in your account. If it’s still not appearing, try refreshing the page or logging out and back in.

 

By following these steps, you can easily manage which membership packages appear on the recovr Portal, helping you keep track of the packages that matter most to your business!