Edit or remove a plan or package

💡 Tip

Instead of touching a plan that’s already in use, many shops prefer to create a brand-new version (e.g. Monthly Bath 2026) and let the old one stop showing. That way you compare the two and migrate customers at renewal, with no price confusion. See how in Create a plan or package.

Plans and packages live in Settings and work like a template: it’s from them that you sell a plan to a customer. Here you’ll learn how to edit that template (change price, services, type, discount, description) and how to remove a plan you no longer want to offer. The most important point: changing the template does not change the plans that were already sold — every customer who already bought keeps the conditions from the time of purchase. If you haven’t created a plan yet, see Create a plan or package; to track what was already sold, see Track plans and packages.

Step 1 — Open the plan list in Settings

In the side menu, go to Settings → Combos and Plans group → Plans. The Registered plans screen opens, with one card for each plan or package already created and a New Plan card at the end.

This is a different screen from the one in the top menu: that one is only for tracking sold plans. This is where you register and adjust the templates.

Step 2 — Click the plan to edit

Click the plan’s card (or its row, if you’re in the list view). The same window used to create it opens, now in edit mode: the title reads Edit [plan name] and every field is already filled with what’s currently saved.

What you can adjust

These are the same fields as when creating. The main ones:

• Plan name* — the name shown at sale time and in the list. It must be unique among active plans;
• Show on PetBot — Yes or No; controls whether the WhatsApp assistant may offer this plan;
• Accepted species — which species the plan applies to;
• Plan type — defines whether it’s a recurring plan (Monthly, Quarterly, Semiannual or Yearly) or a Package (one-off, with a fixed duration). When you choose Package, the Package duration (1 to 12 months) and the Billing cycle (charge once, or every X bookings) appear;
• Applied discount — the discount percentage on the price table;
• Description — free text that explains the plan;
• Services — which services are included, with each one’s quantity and the Reserve time slots? option (when the service is recurring: Weekly or Biweekly);
• Price table — the price by Size × Coat (or by Breed, in shops that charge by breed). The payment method isn’t here — it’s chosen at sale time.

Step 3 — Save the changes

Review the fields and click Save. The changes take effect from now on, only for new sales: the next time you sell this plan, it goes out with the new price, services and validity. Plans that were already sold stay the same — nobody is charged more or loses a service because of the edit.

Step 4 — Remove a plan you’ll no longer offer

To take a plan out of circulation, open it (Step 2) and click the Remove button, at the bottom-left of the window. A confirmation “Remove [plan name]?” appears, warning that the action can’t be undone — confirm with Remove.

The plan disappears from the registered plans list and stops being offered in new sales. Important: this does not delete plans that were already sold from that template, nor their history — customers who already bought keep using them normally until the end. The only thing that changes is that you can no longer sell this plan to new customers.

How to undo or revert

There’s no “restore” button for a removed plan. If you removed one by mistake or want to offer it again, just create a new plan with the same settings — the removed plan’s name is free to reuse. Plans that had already been sold with the old template are not affected by any of this.

⚠️ Heads up

The plan name only needs to be unique among active plans. If you removed a plan and want to reuse its name on a new one, you can — the removed plan’s name is freed up. But two active plans can’t share the same name.

🚫 Caution

Changed the price, the services or the validity? It only applies to NEW sales. Anyone who already bought the plan keeps exactly the price, services and validity from when they purchased it — editing or removing the template does not touch plans that were already sold or their history. It’s as if each sale takes a “snapshot” of the plan at the moment of purchase.