> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voicemetrics.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Assign SaaS Plans

> Easily assign customized SaaS plans to your client accounts. This streamlines your client onboarding by assigning tailored SaaS subscription plans to individual accounts.

## **Pre-requisite**

* Check that you connected your **Stripe account.**
* Ensure your **subscription tiers** are set up beforehand.
* Want to create one? [Learn how to create SaaS Plans.](https://docs.voicemetrics.ai/Rebilling/createsaas)

<Warning>
  Make sure your Client was enabled with [**Re-billing.**](https://docs.voicemetrics.ai/Rebilling/enablerebilling)
</Warning>

## **Steps for Agencies to Assign a SaaS Plan**

<Steps>
  <Step title="Log in to the Agency Panel" stepNumber={1} titleSize="p">
    * Navigate to the "**Client Accounts**" menu.
    * Click on the desired client name and open the "**Pricing**" tab.
  </Step>

  <Step title="Assign SaaS Plan" stepNumber={2} titleSize="p">
    * Tap the **"Assign to Client"** button to assign a subscription plan.
    * The assigned plans will only appear in the client account's Plan & Billing section.

          <img src="https://mintcdn.com/voicemetrics-47a09903/3smuKy-WR6dqh1A0/images/plan3.png?fit=max&auto=format&n=3smuKy-WR6dqh1A0&q=85&s=183082f30a04a7e45ee816c04f1bf7bc" alt="Plan3 Pn" width="1920" height="1080" data-path="images/plan3.png" />
  </Step>
</Steps>

## **Steps for Clients to Access SaaS Plans**

<Steps>
  <Step title="Log in to the Client App" stepNumber={1} titleSize="p">
    * Navigate to the **Plan & Billing** Menu
    * View **available** subscription plans.
  </Step>

  <Step title="Subscribe to a Plan" stepNumber={2} titleSize="p">
    * Click "**Subscribe**" on your desired plan.
    * Review subscription details before confirming.

          <img src="https://mintcdn.com/voicemetrics-47a09903/t_Uoa3COAQguGmYQ/images/plan2.png?fit=max&auto=format&n=t_Uoa3COAQguGmYQ&q=85&s=cd5ddaddf51b3ee89e820bb3b152bb88" alt="Plan2 Pn" width="1920" height="1080" data-path="images/plan2.png" />
  </Step>
</Steps>

<Note>
  **Upon successful subscription:**

  * A **Success** page will be displayed.
  * Clients will receive a **confirmation email** with the payment invoice.
  * Agencies will receive a **notification via email** to the billing contact.
</Note>