If you want to perform a spot check to see if any of your clients have multiple plans on their account you can use the Active Plans Report. This report can be used to spot check plans in all states, not just active plans.
From the main navigation menu under Reports select Active Plans
Choose Pending, Active, and Paused for the plan statuses
From the Plans drop-down, select only your recurring plans
Sort by the column titled Clients
If you see a client's name listed more than once, then that means they have multiple active plans under their profile
If you believe the client should not have a second active plan you can cancel their second active plan. We suggest reaching out to the client first before completing this step.
What are common reasons why clients have multiple active plans?
The willingly purchased an additional plan themselves while they had an active plan already.
Their plan is paused and they purchased a second plan rather than requesting the paused be lifted by a staff member.
A staff member purchased an additional plan for the client.
Their plan had a failed payment and rather than reconciling the failed payment they purchased a second plan.