Adding Share Plans

Last Updated: Aug 04, 2020
  1. In the Share Plans panel click the (emoji) icon

  2. Under the Add Share Plan heading on the right specify the plan details

  3. To add participating services/packages click either in the Service or Package field, select a service/package and click the Add+ button to the right of the field

  4. When you have finished adding participating services/packages click the Save button

  5. To finish configuring your share plan add a bucket to it by clicking the (emoji) icon next to the share plan name. The help on the share plan buckets screen will walk you through the share plan bucket setup process