Over time, your space may evolve, requiring you to retire older Billing Plans and consolidate them into updated ones. OfficeRnD Flex allows you to merge one Billing Plan into another, ensuring that all existing memberships tied to the old plan continue without interruption. This approach keeps your plan structure organized without forcing changes to individual member accounts.
By the end of the article, you will be able to complete a plan merge, understand its impact on memberships and reporting, and know when it's better to create a new plan instead.
Should you merge two Billing Plans?
Merging two existing Billing Plans is a permanent action and should be approached with caution. Before proceeding, ask yourself: Do I really need to do this?
Important: Once two plans are merged, the operation cannot be undone—even by our team. All reports tied to the merged plan will be affected, and the original plan will no longer exist.
Restrictions: Plans that include invoiced one-off fees (such as deposits or setup fees generated by the plan) cannot be merged into other plans.
If merging isn't the right solution, you can always create a new Billing Plan →
Merge Billing Plans
To merge two existing Billing Plans:
Go to Billing & Products > Plans.
Click Merge.
Select your Source Plan. The Source Plan would be the one that needs a change.
The Source Plan will be deleted after the transfer.
Select the Target Plan. All references to the Source Plan will be migrated to the Target Plan.
Click Merge.
After two Billing Plans are merged
After the process of merging two plans is finished:
The reporting will be changed accordingly.
All the memberships of the Source Plan will be moved to the target Billing Plan.
These memberships will not be changed further; their price, credits/coins, names, and all other details will remain the same.
Discounts are based on the membership's Billing Plan, and the Discounts of the Target plan will be applied to these members.
FAQ: Merging Billing Plans in OfficeRnD Flex
What does it mean to merge Billing Plans in OfficeRnD Flex?
What does it mean to merge Billing Plans in OfficeRnD Flex?
Merging moves all memberships from one Billing Plan (the Source Plan) into another (the Target Plan), permanently deleting the source plan.
What happens to memberships when plans are merged?
What happens to memberships when plans are merged?
All memberships from the Source Plan are reassigned to the Target Plan. Membership settings, such as price, name, and credits, stay the same.
Can I undo a plan merge?
Can I undo a plan merge?
No. Merging Billing Plans is permanent and cannot be reversed—even by the OfficeRnD team. Use this option with caution.
What happens to reporting after a plan merge?
What happens to reporting after a plan merge?
All data previously tied to the Source Plan will now be associated with the Target Plan. The Source Plan will no longer appear in reports.
Will discounts from the original plan still apply after merging?
Will discounts from the original plan still apply after merging?
No. Once merged, the memberships will use the discounts configured for the Target Plan, even though other membership settings remain unchanged.
Can I merge plans with invoiced one-off fees?
Can I merge plans with invoiced one-off fees?
No. Billing Plans that have generated invoiced one-off fees—such as deposits or setup fees—cannot be merged.
What if I don’t want to merge? Can I just create a new plan?
What if I don’t want to merge? Can I just create a new plan?
Yes. If you're unsure about merging, consider creating a new plan instead. Learn how to create Billing Plans here.