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      Changes That Impact Active Passes or Plans

      Keeping Your Business Updated

      As your services evolve, you may need to reconfigure your passes and plans. While future purchases will reflect the new configurations, it's important to understand how these changes will affect clients who already hold an active pass or plan. Below is a guide to what settings you can change and whether or not those changes will impact previously purchased active passes or plans.

      For Passes

      Changes and Their Effects on Active Passes:

      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 requiring a signature will require clients to sign the new terms.
      - Adding terms requiring a checkbox will require clients to accept the new terms.
      - Updating checkbox-based terms will not require clients to accept the new terms.
      - Clients who have not yet signed or checked the original terms will agree to the new terms.
      Group rates - Adding new group rates will not update.
      - Updating group rates will affect previously sold passes only when adding a new participant after the update.
      Location Will not update, but you can edit it in individual passes.
      End Date Will not update, but you can edit it in individual passes.

      For Prepaid Plans

      Changes and Their Effects on Active Prepaid Plans:

      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 will not require clients to sign the new terms.
      - Changing already signed terms will not update previously agreed-to terms.
      - Clients who have not yet signed will sign the changed terms, but the original terms will appear in their plan dashboard.
      - If the terms require checking a box, clients will agree to the original terms, which will display in their prepaid plan.
      Rollovers Will update to reflect the new rollover policy.
      Group rates - If each participant has their own set of visits, new group rates will apply.
      - Shared visits (unless unlimited) will not be updated with the new rates.
      Plan holds Will update to reflect the new hold policy.
      Location Will not update, but you can edit it in individual prepaid plans.
      End Date Will not update, but you can edit it in individual prepaid plans.

      For Recurring Plans

      Changes and Their Effects on Active Recurring Plans:

      Updated Setting Effect in Previously Purchased Active 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 will not require clients to sign the new terms.
      - Changing already signed terms will not update previously agreed-to terms.
      - Clients who have not yet signed will sign the changed terms, but the original terms will appear in their plan dashboard.
      - If the terms require checking a box, clients will agree to the original terms, which will display in their recurring plan.
      Rollovers Will update to reflect the new rollover policy.
      Group rates - If each participant has their own set of visits, new group rates will apply.
      - Shared visits (unless unlimited) will not be updated with the new rates.
      Clients can cancel online Will update to reflect the new cancel policy.
      Cancellation fee Will not be updated and will remain the same.
      Location Will not update, but you can edit it in individual recurring plans.
      End Date Will not update, but you can edit it in individual recurring plans.
      Monthly billing date Will not update, but you can edit it in individual recurring plans.
      Required number of payments Will not update, but you can edit it in individual recurring plans.

      Best Practices for Managing Changes

      • Communicate Changes: If the changes will significantly affect clients, consider notifying them in advance, especially if new terms and conditions apply.
      • Regular Audits: Periodically review your pass and plan configurations to ensure they align with your current services and policies.
      • Plan Flexibility: Use the editing options available to update individual passes or plans for specific clients when necessary, such as location changes or adjusting end dates.

      This guide helps ensure you understand the effects of changing your passes and plans, allowing you to make the right adjustments without affecting your clients' current access or experience.