Running a co-working space often requires changes in plans, such as Billing Plans. If you have an old membership plan you no longer use and want to remove it, you can merge it with another one that will remain in use. This way, all members assigned to the old billing plan will be transferred to the new one without changing their active memberships.
Once plans are merged, the operation cannot be undone—even by our team. We advise using this option cautiously. It will impact all reports related to Billing Plans, as the merged plan will no longer exist.
Alternatively, you can create a new Billing Plan. Learn how to create Billing Plans →
Merge 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 the process is finished, the reporting will be changed accordingly. Once a Billing Plan is merged into another, all its memberships will be moved to the target Billing Plan. No further changes will be made to these memberships; their price, credits/coins, names, and all other details will remain the same.
Note:
Discounts are based on the membership's Billing Plan, and the Discounts of the Target plan will be applied to these members.
Plans with invoiced one-off fees(deposits and/or setup fees generated by the plan) can't be merged into other plans.