# How to Modify SaaS Plan Category and Plan Level

> This guide explains how to reorganize SaaS plans by changing their category or plan level . TABLE OF CONTENTS Step 1: Open Edit Plan Step 2: Update…

- Source: https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-modify-saas-plan-category-and-plan-level
- Section: SaaS Configurator / Saas Mode
- Reading time: 1 min
- Images: 2, each explained below

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This guide explains how to reorganize SaaS plans by changing their **category** or **plan level**.

**TABLE OF CONTENTS**

-   [Step 1: Open Edit Plan](#step-1-open-edit-plan)
-   [Step 2: Update Category & Plan Level](#step-2-update-category-and-plan-level)
-   [Step 3: Save & Review](#step-3-save-and-review)
-   [Important Notes](#important-notes)

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### **Step 1: Open Edit Plan**

-   Go to **SaaS Configurator → Plans**.
    
-   Select the plan you want to edit.
    

![Step 1: Open Edit Plan (image 1 of 2)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054539634/original/28BbbHO9pAff0ZpJDGn4CVO8z_pqkRXpYg.png)

**Step 1: Open Edit Plan (image 1 of 2)**

This screenshot appears in the "Step 1: Open Edit Plan" section of "How to Modify SaaS Plan Category and Plan Level". The text alongside this image reads: Go to SaaS Configurator → Plans. Select the plan you want to edit. Immediately after, the guide continues: Under Category Settings, click Edit. To move to a new category: To change the plan level: Confirm your selection.
- Where to go: Go to SaaS Configurator → Plans. Select the plan you want to edit.
- Controls: SaaS Configurator → Plans
- Next: Under Category Settings, click Edit. To move to a new category: To change the plan level: Confirm your selection.

Full procedure:

1. Go to SaaS Configurator → Plans.
2. Select the plan you want to edit.

### **Step 2: Update Category & Plan Level**

-   Under **Category Settings**, click **Edit**.
    
-   To **move to a new category**:
    
    -   Select a category from the dropdown (only same-currency categories will appear).
        
-   To **change the plan level**:
    
    -   Adjust its hierarchy position within the category.
        
-   Confirm your selection.
    

![Step 2: Update Category & Plan Level (image 2 of 2)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054539637/original/zwWKfXLJcQnTSRNxRfzWWYClsLJE2heSAg.png)

**Step 2: Update Category & Plan Level (image 2 of 2)**

This screenshot appears in the "Step 2: Update Category & Plan Level" section of "How to Modify SaaS Plan Category and Plan Level". The text alongside this image reads: Under Category Settings, click Edit. To move to a new category: To change the plan level: Confirm your selection. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Save changes. Review the impacted plans in the new category — features from the moved plan are inherited upwards, and the moved plan itself inherits from lower levels.
- How to confirm: Under Category Settings, click Edit. To move to a new category: To change the plan level: Confirm your selection.
- Fields: To move to a new category:, To change the plan level:
- Controls: Category Settings, Edit, move to a new category, change the plan level
- Next: Save changes. Review the impacted plans in the new category — features from the moved plan are inherited upwards, and the moved plan itself inherits from lower levels.

Full procedure:

1. Under Category Settings, click Edit.
2. To move to a new category:
3. To change the plan level:
4. Confirm your selection.

### **Step 3: Save & Review**

-   Save changes.
    
-   **Review the impacted plans** in the new category — features from the moved plan are inherited upwards, and the moved plan itself inherits from lower levels.
    

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### Important Notes

-   **Existing customers are not retroactively updated.** Their plans remain the same, but upgrade/downgrade paths will update.
    
-   **Impact on features:**
    
    -   Plans above inherit features from the moved plan.
        
    -   Moved plan inherits features from plans below it.
        

Use this with care, as it may affect your pricing/positioning strategy.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com