As your business evolves, you may update the passes and plans you offer for sale. Clients who purchase these after the update will receive the new version. However, for those who bought a pass or plan before the change, some updates will apply to their existing pass or plan, but not all changes carry over.
Below is a list of settings you can update for each product type and how those updates affect active passes or plans purchased before the change.
Passes
| Updated Setting | Effect on Previously Purchased Active Passes |
|---|---|
| Name | Will not update and will remain the same |
| Price | Will not update and will remain the same |
| Number of visits | Will not update and will remain the same |
| Applicable services | Will update to the new services |
| Revenue category | Will update to the new revenue category in Reporting |
| Terms and conditions | Adding terms and conditions will require clients who have previously purchased a pass to agree to the new terms and conditions via electronic signature or checkbox. Updating existing terms and conditions will not require clients who have previously purchased a pass to agree to the new terms. If a client has never electronically signed or checked that they agree to the original terms and conditions, they will be required to agree to the new terms and conditions. |
| Group rates | Adding new group rates will not update. Update group rates will only impact previously sold passes where you are adding a new pass participant after the update. |
| Location | Will not update, but can edit for individual passes |
| End Date | Will not update, but can edit for individual passes |
Prepaid Plans
| Updated Setting | Effect on Previously Purchased Active Prepaid Plans |
|---|---|
| Name | Will not update and will remain the same |
| Price | Will not update and will remain the same |
| Number of visits | Will not update and will remain the same |
| Applicable Services | Will update to the new services |
| Revenue Category | Will update to the new revenue category in Reporting |
| Terms and Conditions | Adding or updating the contents of terms and conditions will require clients to agree via signature or electronic checkbox to the new terms and conditions even if they have agreed to them before. If a client has not agreed to the original terms and conditions, they will be required to agree to the new terms and conditions via electronic signature or checkbox. |
| Rollovers | Will update rollover policy |
| Group Rates | Will update to add new participant for group rates if each person receives own set of visits Will not update to add a group rate for sharing visits unless unlimited visits in original prepaid plan |
| Plans Holds | Will update plan holds |
| Location | Will not update, but can edit for individual prepaid plan |
| End Date | Will not update, but can edit for individual prepaid plan |
Recurring Plans
| Updated Setting | Effect on Previously Purchased Recurring Plans |
|---|---|
| Name | Will not update and will remain the same |
| Price | Will not update and will remain the same |
| Sign up fee | Will not update and will remain the same |
| Number of visits | Will not update and will remain the same |
| Applicable Services | Will update to the new services |
| Revenue category | Will update to the new revenue category in Reporting |
| Terms and Conditions | Adding or updating the contents of terms and conditions will require clients to agree via signature or electronic checkbox to the new terms and conditions even if they have agreed to them before. If a client has not agreed to the original terms and conditions, they will be required to agree to the new terms and conditions via electronic signature or checkbox. |
| Rollovers | Will update rollover policy |
| Group Rates | Will update to add new participant for group rates if each person receives own set of visits Will not update to add a group rate for sharing visits unless unlimited visits in original recurring plan |
| Clients can cancel online | Will update to new cancellation policy |
| Cancellation fee | Will not update and will remain the same |
| Location | Will not update, but can edit for individual recurring plan |
| End Date | Will not update, but can edit for individual recurring plan |
| Monthly billing date | Will not update, but can edit for individual recurring plan |
| Required number of payments | Will not update, but can edit for individual recurring plan |