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How do I edit a Plan Template?

As an admin, learn how to edit a Plan Template

Kelly Yoon avatar
Written by Kelly Yoon
Updated over a week ago

Once you’ve added a Plan Template in Optix, you can easily update this Template at any time. Updating a Plan Template will only update the Template for the next time you want to use it to add a Plan to a User or Team, it will not affect any active Plans that used this Plan Template.

1. Click on Plans on the left-hand menu

2. Click on Plan Templates

3. Click on the Plan Template you wish to edit

4. Click Save after making changes to the Plan Template

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