Deactivate, Reactivate, and Delete Plans
Updated over a week ago

Deactivate a Plan

Deactivating a plan won't affect the ones you've already sold; it just means you're no longer selling that specific plan. If you decide you don't want to offer a certain plan anymore you can deactivate it.

  1. From the main navigation menu select Plan Management

  2. Find the plan you want to deactivate

  3. Select the three dots on the plan tile

  4. Choose Deactivate

  5. Confirm by selecting Yes, Deactivate
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Reactivate a Plan

  1. From the main navigation menu select Plan Management

  2. Filter by inactive plans

  3. Click the three dots on the inactive plan's top right corner and choose Activate

  4. Confirm by selecting Yes, Activate the package
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Delete a Plan

You can only delete a plan if no clients have bought the plan.

  1. From the main navigation menu select Plan Management

  2. Find the plan you'd like to delete and select the three dots on the plan tile's top right corner and choose Delete

  3. Confirm by selecting Yes, Delete

  4. The plan will be permanently removed

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