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How do I bulk update Plans?

As an admin, learn how to bulk update active Plans

Sarah L. avatar
Written by Sarah L.
Updated this week

To bulk update active Plans, follow the steps below:

  1. Click on Plans

  2. Select All Plans

  3. Use the filter option to select all by Plan template type OR by the Plan template type of interest

  4. Click on Bulk Edit

  5. Make necessary updates (i.e. renaming the Plan, end date, price, custom tax rate, adding/removing allowances, terms)

  6. Click Save

Note: You can only bulk-remove matching allowances. If the Plans that you've selected do not have matching allowances, they will not be displayed for you to bulk update.

Note: If you update the price or the allowances, this will take effect on the next allowance cycle. If you'd like the update to take effect immediately, you'll need to manually add the allowance or manually charge the User for the rest of the allowance/billing cycle.

Understanding custom tax rate options for bulk editing Plans

When bulk editing the custom tax rate of multiple Plans, you’ll be asked to choose from the following options:

  • No change – Keep each selected Plan’s current tax rate as-is. Use this if you don’t want to update the tax setting.

  • Use default – Apply your default tax rate to all selected Plans. This overrides any custom rates they may have.

  • Set custom – Enter a specific tax rate you’d like to apply to all selected Plans.

Note: If the selected Plans currently have mixed rates set, “No change” will be preselected by default.


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