Step 1: To manage plans in the Menu, navigate to Settings by clicking on the three lines in the top right corner of the screen.

Step 2: Click on Plans. A list of current plans will appear. To add a new plan, use the fields at the top. Enter a name for the plan and then choose which products to include in the plan option. When you are finished, click on the Save button.

Editing Current Plans

Click on the plan you wish to edit. The plan will highlight and the details of the plan will appear in the fields. Edit as necessary and then click on the Save button. If your goal is to change the order of the plans in the Menu, change the number in the "Num" box to where you want the option to be located.

NOTE: Some dealerships do not have the ability to edit plan names. This ability is based on your provider.

Deleting Plans

Click on the plan you wish to delete. The plan will highlight and the details of the plan will appear in the fields. Click on the Delete button. The plan will be removed as an option from the Menu. You must always have a minimum of one plan.

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