Changing details on a membership plan

How to amend a membership plan
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Written by Bojana
Updated 2 years ago

To change a membership plan:

  1. Under OPERATIONS, go to PLANS
  2. Click the edit button πŸ–ŠοΈon the plan you wish to update
  3. If changing the Name, Description, Terms and conditions and clicking on UPDATE existing plan remains in place.
  4. On changing any other details and clicking UPDATE, you’ll be given the option on whether you’d like the changes to apply to existing members as well as new members
    1. Click YES if you’d like the changes to be applied to new and existing members. This will amend all the changes made to the plan for all the members with the plan. 
    2. Click NO if you’d like the changes to be applied to new members only
    3. Click Cancel to cancel the changes
    4. Existing plan is set to archived on selecting Yes/No and gets replaced by new plan.
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