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How to add accounts to a School Subscription

Please note that this feature is only available to Administrator accounts in Planbook.

To add accounts to an existing school subscription:
  1. Click the User Settings icon in top-right menu.

  2. Select the Account option.

  3. Select the Billing option in menu bar.

  4. Click the Add Accounts button.

  5. Enter Number of Accounts, Expiration Date, and Purchase Order number (if applicable).

  6. Select the preferred billing method:

    • Send Invoice will email you an invoice, which can then be forwarded to your Accounts Payable team.

    • Pay Now will allow you to immediately enter your payment information.

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