Global Clinic ConnectGuides
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Super AdminAvailable

Plans and usage

The platform's commercial configuration: create plans with entitlements and feature toggles, assign them to clinics, manage versioned provider pricing, and inspect any clinic's metered usage. Visible to platform administrators only.

01

What you can do here

Plan registry

Each plan couples limits (numbers, monthly sends, campaign size, templates, API rate) with feature toggles. Open a plan to edit it or assign it; assignment takes effect immediately.

Versioned rate card

Provider pricing is data, not code: paste a CSV to upload a draft version, then activate it when ready. Activation is atomic and previous versions stay available for rollback and historical costing.

Tenant usage

Pick a clinic to see its metered counters for the period with quota bars. Aggregate counts only; no message content.

02

Follow these steps

Create and assign a plan

  1. Use New plan, give it a permanent slug and a display name, and set its limits and features.
  2. Open the plan, choose a clinic in Assign to a clinic, and confirm; the clinic's entitlements switch immediately.

Publish new pricing

  1. Paste the pricing CSV under Upload a version with a fresh version name.
  2. Check the row count in the versions table, then Activate when you are confident.
  3. Metering picks up the new version within a few minutes.

Answer a usage question

  1. Open Tenant usage, pick the clinic, and read its counters against the plan limits.
  2. Bars turn amber near a limit and red at it, and the numbers are always shown beside them.
03

Helpful habits

  • Name rate card versions after the period they apply from, so history reads naturally.
  • Leave a limit empty to mean no limit, rather than inventing a very large number.
  • Upload and verify a rate card version before activating it; uploading never changes what is live.
04

Tips

  • A plan's slug is permanent once created; only its name, limits, and features can change.
  • Plan changes reach clinics on their next request; there is no cache to clear by hand.
  • The clinic picker is fed by the WhatsApp estate; you can always paste a clinic id directly instead.
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