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Deactivate a Plan

Learn how to deactivate a Plan in Topo, including hiding from signup versus deactivation.

When to use this

Use this article when you need to deactivate a Plan in Topo. The main staff surface is plan detail. It is written for Owners, Managers.

What this covers

  • Hiding from signup versus deactivation

  • Active members blocking deactivation

  • Migrating first

  • Historical sale/report behavior

Before you start

  • Use a staff role that can view and edit membership products.

  • Create needed locations, categories, tax rates, and payment setup before publishing a sellable plan.

  • Decide whether this workflow affects member signup, POS, staff-only sales, existing members, or billing rules.

  • Review the plan summary and test with a realistic member before making the product broadly available.

  • When changing sold terms, use the guided version, migration, switch, freeze, cancel, or refund workflow instead of assuming old access records update automatically.

Steps

  1. Open the plan detail page.

  2. Decide whether you only need to hide the plan from signup or fully deactivate it.

  3. Review active member counts before deactivation.

  4. Migrate or switch members first if active members block removal.

  5. Deactivate the plan and confirm it no longer appears where staff or members should not sell it.

What happens after saving or completing this

  • Topo saves the record in your gym account and updates the related staff screens.

  • Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.

  • Review the affected profile, checkout, signup page, report, or audience before considering the task complete.

Common issues and fixes

  • A visible plan does not appear to a member: review active status, signup visibility, age rules, dependent suitability, and location scope.

  • Editing a sold plan opens a guided change flow: existing members keep their current terms unless you migrate or switch them.

  • Stripe sync fails: save did not fully complete for billing checkout. Retry after payment setup is ready or ask an owner to review Stripe readiness.

Related articles

  • Plan and Access Model Overview

  • Sell Access from POS

  • Understand Customer Access

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