TABLE OF CONTENTS
What is Modify Plan Category and Plan Level in SaaS Configurator?
Agencies can edit an existing SaaS plan’s category (pricing group) and its level (order in the upgrade/downgrade path). Instead of recreating plans from scratch, you can shift a plan to a different category that uses the same currency, or drag it higher or lower inside a category, to redefine how customers upgrade or downgrade.
Key Benefits of Modifying SaaS Plan Category and Plan Level
- Protect live subscriptions – reorganize plans without forcing customers onto new products.
- Faster pricing experiments – reorder plans to test new “good / better / best” structures in minutes.
- Seamless upgrade paths – new hierarchy automatically appears when clients choose to upgrade or downgrade.
- Future-proof for multi-brand – plan mobility lays the groundwork for moving clients across brands in upcoming releases.
Move Plans Across Categories
Reassign a plan to any other category that uses the same currency so you can group offers more logically or launch seasonal bundles. The plan keeps all of its current subscribers; only future upgrade/downgrade options change.
Change Plan Level within Category
Drag-and-drop (or use the level selector) to reposition the plan’s order in its category. Higher-level plans inherit features from every level beneath them, so shifting a plan upward or downward changes what’s included at each tier going forward. Existing subscribers keep their current entitlements.
How To Modify Plan Category or Level
Navigate to Agency View ▶ SaaS Configurator. Locate the plan you want to edit and click Edit.
Move categories:
- Open the Category dropdown.
- Select a category with the same currency. (If no categories appear, create one in that currency first.)
- Click Save.
Change level order:
- In the Plan Level field, choose the new position number or drag the plan to the desired spot in the list.
- Confirm the on-screen summary of feature inheritance.
Publish changes. New upgrade/downgrade paths are live immediately for all plans in the affected categories.
Frequently Asked Questions
Q: Will existing customers automatically gain or lose features after I move a plan?
A: No. They keep their current subscription. Only future upgrades/downgrades use the new hierarchy.
Q: Can I move a plan to a category with a different currency?
A: Not at this time. The destination category must use the same currency as the plan. (ideas.goTWIM CRM.com)
Q: How many times can I reorder a plan?
A: Unlimited—plan level can be adjusted whenever your pricing strategy changes.
Q: Does moving a plan affect active Stripe subscriptions?
A: Stripe product IDs stay the same, so billing continues uninterrupted. Only the plan’s position inside TWIM CRM changes.
Q: What happens to inherited add-ons or rebilling products?
A: Add-ons remain attached to the plan. Higher-level plans inherit them if they sit above the moved plan after reordering.
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