Create a plan

A Plan defines what the service includes and how much it costs. Your clients enroll in a plan through a subscription.

Depending on your sector, the menu calls plans Meal Plans, Plans, Memberships, Programs or Health Plans; the form is the same.

The list

You see each plan with its price per person, frequency, days, services and status. You can filter by Status (by default you see all of them) and by price, days or services.

Plan details

Click Create Plan. At the top is the Is Active switch. Then:

• Basic information: Name and Description (both required). The name can’t be repeated.
• Price and billing:
  • Price Per Person.
  • Pricing Type: Fixed Price (the same amount each period) or Per Business Day (the price is multiplied by the business days in the period, not counting holidays).
  • Interval: Day, Week, Month or Year, and Interval Count (for example, 2 = every two months).
  • A preview of the resulting price.
• Included services: Breakfast, Lunch, Dinner, Snack or Dessert. Check at least one: it determines for which services whoever has the plan can record attendance.
• Availability: the plan’s Working Days (Monday to Friday by default).

Note

Automatic renewal is not configured on the plan but on each subscription.

Actions on each plan

From the ⋯ menu on each row:

• View detail and Edit.
• View subscriptions: opens that plan’s subscriptions.
• Duplicate: creates an inactive “(copia)” copy with no subscriptions, ideal for launching a price variant.
• Activate / Deactivate and Archive / Reactivate.
• Copy ID and Delete.

If you select several plans you can Activate, Deactivate, Archive or duplicate them at once.

Status	Meaning
Active	Available for new subscriptions and in the online sign-up.
Inactive	Paused: it is no longer offered in the online sign-up.
Archived	Removed from the catalog; it is kept with its history.

Note

Today the plan’s status is respected by the online sign-up and the menus, but your team can still assign an inactive or archived plan from Create Subscription: check the plan you choose.

Delete vs. archive

You can’t delete a plan that has active subscriptions: the system asks you to archive it. Archiving keeps the history of subscriptions and invoices.

Edit plans

You can edit an existing plan. Subscriptions that were already created keep the billing frequency they had when they were created; review price changes carefully before saving.