Edit or Deactivate an Existing Membership Plan

Let's explore how to edit or deactivate an existing membership plan. 

Watch this video for a concise summary.

Topics Covered

• Edit an Existing Membership Plan
• Deactivate an Existing Membership Plan

Edit an Existing Membership Plan

Perform the steps below to edit an existing membership plan.

• Navigate to the System Menu > select Membership Plans.

• Select the Plans tab.
• Click Edit on the intended plan.

• Click Edit on the Edit Plan modal to proceed.

• You can only edit two settings on an Active/Live Membership Plan.

Add an Additional Location

• On the Basic Information step, choose the desired Locations from the Locations dropdown.
• Select the required location from the drop-down.

Add an Additional Billing Cycle

• On the Pricing step, click +Add Another Billing Cycle.
• Enter the Billing Cycle, Membership Fee, and Discounted Member Fee.

• If you need to change other areas of a plan, the only option is to deactivate the old plan, create a new plan, and sign up manually with the new information.
• You can create a new plan from scratch or click Copy & Customize to reuse information from an existing plan.

Deactivate an Existing Membership Plan

To terminate a plan, perform the steps below.

• Select the Plans tab.
• Click Active Plans.
• Click Deactivate on the intended membership plan.

• Click Deactivate Plan on the confirmation modal.

When you deactivate a plan, the after-effects are explained below:

• You can no longer sign up a patient on that plan.
• Existing patients on that plan will ride out their benefits for their plan term (1 year from when they signed up for that plan).
• If they were on auto-renewal, their auto-renewal will automatically turn off since no new subscriptions can be added to a terminated plan.

Note: If you accidentally Deactivate a plan, navigate to and select the Inactive Plans tab on the top. The plan you terminated will appear under this section. Go ahead and click Activate on that terminated plan.

• You can now sign up a patient on that plan.
• Any patients who are currently on the terminated plan, whose auto-renewal turned off from the deactivation action, will now be placed back on auto-renewal.

Refer to this simple guide to efficiently manage tasks related to editing and/or deactivating membership plans.

Related Articles 

• All About CS Membership Portal
• Create a New Membership Plan on CS Membership Portal
• Sign Up a Patient on CS Membership
• CS Membership Profile Permission
• Actions Required After Patient Sign up on CS Membership Portal
• CS Membership Payment Subscription and Status
• Complete the Pending Payment of a Membership Plan
• Locate Membership Discounts of a Patient on Treatment Planner
• Take Action on Failed Transactions within the Membership Portal
• Delete a CS Membership Credit Discount
• Utilise Payment Plan Flexibilities and Portal Tracking
• View Membership Code Completion Discounts on the Ledger