How to edit, deactivate and adjust plan rules

Edit a plan when price, recurrence, included services, rules or availability changes.

🚀 Step by step

1. Open Plans.
2. Search for the plan by name.
3. Open the record and click Edit.
4. Update commercial data and availability.
5. Adjust services, quantity and usage window.
6. Use an OR group when the client can choose an option.
7. Adjust rules by size, coat, breed or weight.
8. Deactivate the plan if it should no longer be sold.
9. Save the changes.

✅ Expected result

The plan is updated or inactive for new subscriptions.