Copy a Plan

If you would like to create a new plan based on an existing plan, you can do so by making a copy of the existing plan. The new plan will contain all of the services and rates that were in the plan that it was copied from. You can then make any desired changes to the new plan.

Getting Here: Click Products > Plans

1. Select the plan that you want to copy.
2. Click Copy This Plan.
3. The Copy Plan window displays.
4. In the Client Defined Identifier field, enter a name for the plan based on naming conventions used in your company or organization.
5. In the Plan Name field, enter a meaningful descriptive name for the plan.
6. From the Status drop-down: 

• Select Active to make the plan available for customers to subscribe.
• Select Inactive to make the plan unavailable for customers to subscribe.

7. Click Copy.

8. Click Open New Plan.