How to Modify a Rate Plan

Updated on Oct 23, 2024

The following article describes how to make changes to the features of a Rate Plan in the Rate Wizard.

If you are looking for information about changing Rate Prices or the Rate Template, please see the following:

Click below for more information:

How to Change Rate Plan Features on the General Tab

In the Rate Wizard

Select the Rate Plan
Select the Edit button (Pen & Paper symbol)
In the General tab, make changes to any of the fields as needed
- Note, the Lock off checkbox and Period field cannot be changed
Select the Update button

How to Change Client Types Attached to a Rate Plan

In the Rate Wizard

Select the Rate Plan
Select the Edit button (Pen & Paper symbol)
In the Create/Update Rate window, select the Client Types tab
Click the swivel arrow next to each distribution channel to expand a list of client types and enable/disable as needed
Select the Update button

How to Change Corporate Accounts Attached to a Rate Plan

In the Rate Wizard

Select the Rate Plan
Select the Edit button (Pen & Paper symbol)
In the Create/Update Rate window, select the Corporates tab
Click the swivel arrow next to each distribution channel to expand a list of corporate accounts and enable/disable as needed
Select the Update button

How to Change Groups Attached to a Rate Plan

In the Rate Wizard

Select the Rate Plan
Select the Edit button (Pen & Paper symbol)
In the Create/Update Rate window, select the Groups tab
Click the swivel arrow next to each distribution channel to expand a list of groups and enable/disable as needed
Select the Update button

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