# SaaS Configurator - Modify Plan Category and Plan Level > Quickly reorganize your GHL Customer Care SaaS offers (without deleting live plans). This guide shows you how to move a plan to a new category and… - Source: https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/saas-configurator-modify-plan-category-and-plan-level - Section: SaaS Configurator / Saas Mode - Reading time: 2 min - Images: 2, each explained below --- Quickly reorganize your GHL Customer Care SaaS offers (without deleting live plans). This guide shows you how to move a plan to a new category and reposition its upgrade-path. --- **TABLE OF CONTENTS** - [What is Modify SaaS Plan Category and Plan Level?](#what-is-modify-plan-category-and-plan-level-in-saas-configurator) - [Key Benefits of Modifying SaaS Plan Category and Plan Level](#key-benefits-of-modifying-saas-plan-category-and-plan-level) - [Move Plans Across Categories](#move-plans-across-categories) - [Change Plan Level within Category](#change-plan-level-within-category) - [How To Modify Plan Category or Level](#how-to-modify-plan-category-or-level) - [Move categories:](#move-categories) - [Change level order:](#change-level-order) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **What is Modify Plan Category and Plan Level in SaaS Configurator?** Agencies can edit an existing SaaS plan’s category (pricing group) and its level (order in the upgrade/downgrade path). Instead of recreating plans from scratch, you can shift a plan to a different category **that uses the same currency**, or drag it higher or lower inside a category, to redefine how customers upgrade or downgrade. --- ## **Key Benefits of Modifying SaaS Plan Category and Plan Level** - Protect live subscriptions – reorganize plans without forcing customers onto new products. - Faster pricing experiments – reorder plans to test new “good / better / best” structures in minutes. - Seamless upgrade paths – new hierarchy automatically appears when clients choose to upgrade or downgrade. - Future-proof for multi-brand – plan mobility lays the groundwork for moving clients across brands in upcoming releases. --- ## **Move Plans Across Categories** Reassign a plan to any other category **that uses the same currency** so you can group offers more logically or launch seasonal bundles. The plan keeps all of its current subscribers; only future upgrade/downgrade options change. --- ## **Change Plan Level within Category** Drag-and-drop (or use the level selector) to reposition the plan’s order in its category. **Higher-level plans inherit** features from every level beneath them, so shifting a plan upward or downward changes what’s included at each tier going forward. Existing subscribers keep their current entitlements. --- ## **How To Modify Plan Category or Level** Navigate to Agency View ▶ SaaS Configurator. Locate the plan you want to edit and **click Edit**. ![How To Modify Plan Category or Level (image 1 of 2)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055038313/original/m7YbA3OcxyxDr_x-fBNJyeyCZgKyK_WHJg.png) **How To Modify Plan Category or Level (image 1 of 2)** This screenshot appears in the "How To Modify Plan Category or Level" section of "SaaS Configurator - Modify Plan Category and Plan Level". The text alongside this image reads: Navigate to Agency View ▶ SaaS Configurator. Locate the plan you want to edit and click Edit. Immediately after, the guide continues: Open the Category dropdown. Select a category with the same currency. (If no categories appear, create one in that currency first.) Click Save. - Where to go: Navigate to Agency View ▶ SaaS Configurator. Locate the plan you want to edit and click Edit. - Controls: click Edit - Next: Open the Category dropdown. Select a category with the same currency. (If no categories appear, create one in that currency first.) Click Save. ### **Move categories:** 1. Open the Category dropdown. 2. Select a category with the same currency. (If no categories appear, create one in that currency first.) 3. Click Save. ### **Change level order:** 1. In the Plan Level field, choose the new position number or drag the plan to the desired spot in the list. 2. Confirm the on-screen summary of feature inheritance. **Publish changes**. New upgrade/downgrade paths are live immediately for all plans in the affected categories. ![Change level order: (image 2 of 2)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055038316/original/f4obGgD0z0XO91Tmrz5nb8113oelR_d0MQ.png) **Change level order: (image 2 of 2)** This screenshot appears in the "Change level order:" section of "SaaS Configurator - Modify Plan Category and Plan Level". The text alongside this image reads: Publish changes. New upgrade/downgrade paths are live immediately for all plans in the affected categories. Immediately after, the guide continues: Q: Will existing customers automatically gain or lose features after I move a plan? - How to confirm: Publish changes. New upgrade/downgrade paths are live immediately for all plans in the affected categories. - Controls: Publish changes - Next: Q: Will existing customers automatically gain or lose features after I move a plan? Full procedure: 1. In the Plan Level field, choose the new position number or drag the plan to the desired spot in the list. 2. Confirm the on-screen summary of feature inheritance. --- ## **Frequently Asked Questions** **Q: Will existing customers automatically gain or lose features after I move a plan?** A: No. They keep their current subscription. Only future upgrades/downgrades use the new hierarchy. **Q: Can I move a plan to a category with a different currency?** A: Not at this time. The destination category must use the same currency as the plan. (ideas.https://ghlcustomercare.com) **Q: How many times can I reorder a plan?** A: Unlimited—plan level can be adjusted whenever your pricing strategy changes. **Q: Does moving a plan affect active Stripe subscriptions?** A: Stripe product IDs stay the same, so billing continues uninterrupted. Only the plan’s position inside GHL Customer Care changes. **Q: What happens to inherited add-ons or rebilling products?** A: Add-ons remain attached to the plan. Higher-level plans inherit them if they sit above the moved plan after reordering. --- ## **Related Articles** - [SaaS: Reselling Add-Ons with SaaS Plans](https://docs.ghlcustomercare.com/docs/agency-view/reselling/saas-reselling-add-ons-with-saas-plans) - SaaS Mode – Full Setup Guide + FAQ - [How to Modify SaaS Plan Category and Plan Level](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-modify-saas-plan-category-and-plan-level) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com