Edit a Billing Plan

Use plan editing to correct the offering name, set a different default price, or update supported plan options. The fields available depend on your school’s billing-plan mode.

Edit the plan

1. Go to Billing → Plans and open the plan.
2. Select Edit.
3. Update the Plan Name if needed. Use a stable offering name such as Adult Karate, not a temporary promotion or current amount.
4. Update any optional settings:
   • Trial Plan marks the offering as a trial plan. It does not by itself determine when the first payment is due.
   • If the school has the Documents feature, choose or clear the contract template and decide whether Kanri should auto-send it when a subscription is created.
5. Review the price section:
   • In Single mode, the form includes the plan’s single price. If the price details change, Kanri can create a replacement price rather than modifying the original price record. Existing subscriptions remain associated with their selected price.
   • In Multiple mode, choose the Default Price for new subscriptions. To offer another rate or interval, add a price first.
6. Select Save, then verify the plan name, price details, and default shown on the plan page.

Choose a default in Multiple mode

The default is the price preselected for the plan. It does not remove other prices or move existing subscriptions. For example, if Adult Monthly is the default and you add Junior Monthly, set Junior Monthly as the default only if that is the option staff should see preselected for most new subscriptions.

Avoid surprising members

Before changing price terms, check which prices existing subscriptions use. Do not assume that renaming a plan or changing its default updates the price or schedule on a member’s subscription. If you need a different amount for a member, review the subscription and use the appropriate subscription workflow.

See Edit a Price and Edit a Subscription.