Tailor Your Offerings Anytime!
At any point after creating a plan in Pike13, you have the flexibility to modify it to better meet your business needs. Whether it’s updating the name, description, pricing, expiration period, tax exemptions, or any other aspects of the plan, you have full control. However, keep in mind that most changes will only affect new sales and won’t retroactively apply to plans already purchased by clients—except for modifications related to services and group rates.
What Can You Modify?
- Basic Information: Change the name or description of the plan.
- Pricing Details: Update pricing, the number of visits, expiration length, tax exemptions, and payment details.
- Group Rates: Adjust group pricing or the size of the group it applies to.
- Usage Policies: Define how often clients can use the services and manage unused visit rollover.
- Purchase Policies: Specify who can buy the plan and any location restrictions.
- Terms and Conditions: Update or change the plan's terms and conditions.
Steps to Modify an Existing Plan
Follow these simple steps to modify any aspect of a plan:
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At the top of any Pike13 page, select Settings.
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Click on Plans.
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Choose the plan you wish to modify, then follow the appropriate instructions below:
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To change the name or description:
- Under Basic Info, click Edit next to the item you want to change. Make your edits and select Save.
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To adjust pricing or related details:
- Under Pricing, click Edit next to the item you want to change. After making your updates, click Save.
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To modify group rates:
- Under Group Pricing, click Edit, make your changes, and select Save.
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To set service usage limits or rollover options:
- Under Policies, click Edit next to How often can clients use this? Specify the usage limit, set rollover options, and select Save.
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To change purchase eligibility and location settings:
- Under Policies, click Edit next to the relevant item, make your adjustments, and then select Save.
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To update terms and conditions:
- Under Policies, click Edit next to Terms and Conditions. Enter or modify the text, specify client acceptance requirements, and select Save.
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To stop selling the plan:
- Click Stop Selling to remove it from availability.
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Important Notes
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Impact on Existing Plans: Some modifications will affect only new sales, so be sure to review which changes impact current plan holders in our article: Changes that Impact Current Plan or Pass Holders.
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Updating Recurring Plan Pricing: If you wish to update the price for existing recurring plans, our customer care team can assist. Please provide:
- The exact name of each plan.
- The current price (and note if it has already been changed on your site).
- The new price.
- The effective date of the change.
Ensure you give us at least two weeks' notice to process these updates by the effective date.
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Resuming Sales of Suspended Plans: To start selling a suspended plan again, select the plan and click Resume Selling.
By keeping your plans up-to-date, you can ensure that your offerings align with your business goals and client needs. Take advantage of the flexibility in Pike13 to modify your plans and enhance your service offerings today!