Editing a live plan

This is the single most important thing to understand before you touch an existing plan.

Plan edits are retroactive

A plan is a living record, not a snapshot taken at signup. If you change a plan — included services, discounts, fees or terms — the change applies to every member on that plan, both new and existing. There is no automatic versioning.

Changing terms without affecting current members

To give new members new terms while existing members keep what they signed up for:

1. Create a new plan with the updated terms.
2. Deactivate the old plan (set its status to inactive) so no new members can join it.
3. Existing members stay on the old plan; new members join the new one.

This is the standard way to "version" a plan. The control is the Accept New Members toggle on each plan card in the Membership Builder — switch it off to stop new sign-ups to the old plan while existing members carry on. It depends on you doing it deliberately; there's no automatic safety net.

For support and reception: when a member queries "what they signed up for", remember the plan may have been edited since they joined. The Contract Viewer's My Plan tab always reflects the plan as it is now, not a frozen copy from signup day — so check whether the plan changed before assuming the current terms are what they accepted.