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