Modifying or Deleting Plans

• Future Sales: Any change to pricing, expiration, or billing terms applies only to plans sold after the change is saved.
• Past Sales: Most changes do not affect clients who have already purchased the plan.
• Exception: Adding/removing Services will update plans currently owned by clients.

In This Article

• Who can use this feature?
• Modifying Existing Plans
• Delete, Stop Or Resume Selling a Plan
• Changing Prices For Active Plans

Who can use this feature?

• Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
• User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff

Modifying Existing Plans

1. At the top of any Pike13 page, choose Settings then click Plans.
2. Select the plan you wish to modify.
   1. Basic info
      1. Plan name as seen on the client profile and point of sale
      2. Applicable services where the plan may be used to pay for visits
      3. Plan description (short and full) as seen on the web
      4. Notifications for clients and staff before expiration of a plan
   2. Pricing
      1. Price to update the sale price, sales taxes and revenue category
         1. You may schedule price changes in advance for new sales or apply price changes to active plans
      2. Signup fee applied at the time of sale on the first invoice
      3. Billing cycle sets a recurring bill frequency (weekly, monthly or yearly) and when payments are due (set day of the month or when the plan starts)
   3. Group rates used to share visits within a family
   4. Policies
      1. Terms and Conditions to be accepted by the client or account manager
      2. Visits can be unlimited or or limited in quantity by day, week, month or billing cycle. Rollover visits may also apply.
      3. Allow/restrict clients or members from purchasing the plan on their own. This may be limited to only Staff selling the plan in person.
      4. Member status for a client with an active plan
      5. Location where the plan may be used
      6. Plan holds can be placed on this plan type with a fee and maximum duration if applicable
      7. Required number of payments can be used to enforce a certain duration of a plan. Clients may be allowed to cancel their plan online with or without a fee. A custom cancellation policy can also be added.

See a full list of what changes impact previously purchased plans in the article: Changes that impact current Plan or Pass holders

Delete or Stop Selling a Plan

1. To Delete a plan, open the plan and click Delete Plan. This is only an option if the plan has never been sold.
2. Once a plan has been sold, you may still suspend it so it may no longer be sold or show in the Store. Open the plan and click Stop Selling on the settings page, then click Yes. This hides it from the store. Current plan holders will remain active.

Resume Selling a  Plan

1. Find the suspended plan in your list and click Resume Selling, then click Yes. This allows clients to purchase or staff to sell the plan again.