How to Set a Plan Change
To use the Plan Change feature follow these steps:
From the client's profile, navigate to their Overview tab
Scroll down to the plan you'd like to change
Select the three dots on the top right of the plan tile
Choose Change Plan
Select from eligible plans to switch to
Plans can only be changed on cycle. Meaning the client's plan will switch to the new plan once their next payment is due.
Indicate if it is an Upgrade, Downgrade, or Neither, then select
Once the change is in place the plan tile will state Plan Change Scheduled
