---
page_source: https://juspay.io/in/docs/lotuspay/web/dashboard-flow/invite-new-customers-to-a-plan
page_title: Invite new customers to a plan
---


# Invite new customers to a plan




## Invite customers to join a plan. This will create a source (eMandate request). If the plan is automatic, a subscription will also be created.



Plans are templates for creating sources.

You can send a plan form link to a new customer to join that plan.

By sending the customer a plan invite, they will be automatically be assigned to the corresponding plan once they submit the online authorisation.

To invite customers to a plan:

1. Click on the **Plans**  tab in your dashboard and then click on the plan you would like to invite customers to.

2. Click **Invite customers**  in the top right of the plan overview page.

3. In the window that opens you will three tabs.

(a) **Pre-filled** : You can create a pre-filled source for one customer if you have their details. Enter the customers details and click on **Add customer** .

(b) **Link** : You can copy this link and add it within a button on your website or newsletter campaign, send it in a message via your own business email, or share it via social media. The plan link is to a standard form which is branded with your logo. The form cannot be customised or pre-filled. Any number of customers can sign up using this plan link.

(c) **Email** : You can send the link via Email from within your dashboard. Enter as many customer email addresses as you need, and then add a personalised message that will be included as part of the email they receive. Once you've entered all the information, click **Invite customers** .

Once the customer authorises the source, they will automatically be added to the plan. If the plan is an automatic plan, it will also create a subscription for each customer