How to Edit or Delete a Service Plan Template
Open the Service Plans Dashboard from My Apps, then select Service Plans.
Scroll down to Plan templates and click See all.
Select the plan you wish to edit or delete.
On the plan details page, click the three vertical dots at the top right corner.
To Edit a Service Plan Template
Click Edit Service Plan. You will be led through the same steps taken to create the Service Plan. Make any changes, then click the blue Save plan button at the top right of the last page.
📌 Note: You can edit the Service plan template, but those changes will only apply to new plans added to customers in the future, not to plans that have already been accepted or paid. All existing plans will remain as they were when accepted/paid. If a plan is already active, you’ll see a banner when editing to remind you of this.
To Delete a Service Plan Template
If the plan has not yet been added to any customers, click Delete Service Plan, then click Delete.
If the plan has been added to customers, it cannot be deleted, only archived. Archiving a plan means it will no longer be available to add to customers, nor will it be accessible from the Service Plans Dashboard, but it will still exist on the profiles of the customers that have already accepted/paid for this plan. Click Delete Service Plan. Type DELETE into the text box, then click ARCHIVE.
📌 Note: If you need to fully remove a Service Plan from your Account, you will need to delete/cancel the plan from all customers it has been applied to before deleting the plan itself. Please read below to Delete or Cancel a Customer's Service Plan.
Delete, Cancel, or Restore a Customer's Service Plan
Canceling a Customer's Service Plan
📌 Note: Only active service plans can be canceled.
Go to the customer's profile and select the Service Plan to be canceled.
On the Service Plan details page, click the three vertical dots at the top right corner, then click Cancel Service Plan.
Type CANCEL into the text box and click CANCEL PLAN. The customer will be notified of the cancellation via email, and any future payments on the plan will be cancelled as well.
Restoring a Customer's Service Plan
📌 Note: Only canceled service plans can be restored.
Go to the customer's profile and select the canceled service plan to be restored.
Select the RESTORE button in the top right corner.
Confirm you would like to restore the plan by typing restore and clicking RESTORE. Notifying the customer will send the customer an email with the details of their service plan.
Once restored, the plan will return to an active status (if applicable), and future payments will be collected as planned.
Deleting a Customer's Service Plan
Only draft and sent plans can be deleted. If you need to delete an active service plan, please follow the instructions for canceling a service plan.
Go to the customer's profile and select the Service Plan to be deleted.
On the Service Plan details page, click the three vertical dots at the top right corner, then click Delete Service Plan.
Click DELETE AGREEMENT.
⚠️ Important: If a customer has ever had a Service Plan attached to their profile (active, expired, cancelled, deleted, etc.), their profile cannot be merged with another after that. Customer profiles are unable to be merged due to the ability to attach a card on file with a service plan. Even if the plan is deleted, the card will still remain tied to the account. HCP cannot move that to a new customer profile for security reasons.
For more information on Service Plans, please see our Service Plans Collection or Service Plans FAQs.
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