Want to offer exclusive credit packs or memberships to specific clients? Some deals are just too good to make public or are super tailored to a specific client’s needs. Clovo Studio makes it easy to create and manage private plans tailored to individual needs. Follow these steps to get started.

Step 1: Creating the Private Plan/Pack

1. Log In to Clovo Studio:
   • Use your admin credentials to log in to Clovo Studio.
2. Navigate to Membership/Plans:
   • In the dashboard, go to the Membership or Plans section.
3. Create a New Membership/Credit Pack:
   • Click on ‘Create New’ and fill in details like name, pricing, and benefits.
4. Toggle the ‘Private’ Switch On:
   • In the plan settings, turn on the ‘Private’ switch to make it exclusive.

Step 2: Giving Access

1. Find the Client(s):
   • Navigate to the Clients or Users section.
2. Add the Plan to Their ‘Private Plans’ Tab:
   • In the client’s details, go to the ‘Private Plans’ tab and add the plan.
   • Your client will now be able to see the private plan when they tap on their ‘You’ tab in app.
   • Clients will be notified that they have been given private access.

Step 3: For Clients, View and Purchase Private Plans

1. Access the Private Plan in Clovo Client Apps:
   • Clients can view and purchase private plans under the ‘You’ tab in their Clovo client apps.
   • Only the clients you gave access to in Section 2 can view or purchase the plan in this way.
   • The clients with access can purchase as per any other plan or pack in Clovo.

Quick Tips

• Personalise Your Offerings: Tailor private plans to specific client preferences for a personalised experience.
• Communicate Clearly: Inform selected clients about their access to private plans and how to purchase them. Clients will be notified automatically when given private access.
• Review and Update: Regularly review and update private plans to keep them relevant and ensure the right clients have access.