Edit a membership plan
Change a plan's perks, price or appearance, and see the plan's earlier versions.
Table of Contents
Go to Setup, open Memberships, click More actions on the plan and choose Edit. The same three steps as when you created it open up. Make your changes and click Save.
Changes apply to memberships sold from now on. Patients who already joined keep the terms they signed up for.
Other actions in the menu
Version History shows earlier versions of the plan.
Duplicate gives you a copy to adapt.
Membership settings, at the top of the page, holds your shareable Membership link.
Up next
Next, read Delete a membership plan.