Articles in this section

Changes that impact current Plan or Pass holders

 As your business changes, you may wish to reconfigure your current passes and plans. After your reconfigure your pass or plan, clients who purchase this pass or plan will have the new reconfigured plan or pass. For clients who have already purchased the pass or plan prior to the change, some of the changes you made will impact their previously purchased active pass or plan as well.

Below are a list of settings you can update in each product and whether or not the change made in this product will effect the active pass or plan a client purchased prior to making the update. 

Pass

Updated Setting Effect in Previously Purchased Active Passes
Name Will not be updated and will remain the same
Price Will not be updated and will remain the same
Number of visits Will not be updated 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 changing terms and conditions that require a signature will require clients who have previously purchased a pass to sign the new terms and conditions. Adding terms that require a checkbox will require clients who have previously purchased a pass to accept the terms and conditions. Updating terms and conditions that require a check box will not require clients who have previously purchased to accept the new terms.

If a client has not signed the original terms and conditions yet, they will be signing the changed terms and conditions.
If the client has not already checked that they agree to the original terms and conditions, they will check to agree to the new terms and conditions and the new terms and conditions will display in their pass.
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 in individual passes
End Date Will not update but can edit in individual passes

PrePaid Plan

Updated Setting Effect in Previously Purchased Active Prepaid Plans
Name Will not be updated and will remain the same
Price  Will not be updated and will remain the same
Number of visits Will not be updated 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 not require clients who have previously purchased a prepaid plan to sign the new terms and conditions.

Changing terms and conditions if already signed or checked will not update previously agreed to terms and conditions.
If a client has not signed the original terms and conditions yet, they will be signing the changed terms and conditions but the original terms and conditions will appear in the prepaid plan on their dashboard.
If the client has not already checked that they agree to the original terms and conditions, they will check to agree to the original terms and conditions and the original terms and conditions will display in their prepaid plan.
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 in individual prepaid plan
End Date Will not update but can edit in individual prepaid plan

Recurring Plan

Updated Setting Effect in Previously Purchased Recurring Plans
Name Will not be updated and will remain the same
Price Will not be updated and will remain the same
Sign up fee Will not be updated and will remain the same
Number of visits Will not be updated 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 not require clients who have previously purchased a recurring plan to sign the new terms and conditions.

Changing terms and conditions if already signed or checked will not update previously agreed to terms and conditions.
If a client has not signed the original terms and conditions yet, they will be signing the changed terms and conditions but the original terms and conditions will appear in the recurring plan on their dashboard.
If the client has not already checked that they agree to the original terms and conditions, they will check to agree to the original terms and conditions and the original terms and conditions will display in their recurring plan.
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 client can cancel policy
Cancellation fee Will not update and will remain the same
Location Will not update but can edit in individual recurring plan
End Date Will not update but can edit in individual recurring plan
Monthly billing date Will not update but can edit in individual recurring plan
Required number of payments Will not update but can edit in individual recurring plan