Plan and Access Model Overview
Learn how to plan and Access Model Overview in Topo, including plans as templates.
When to use this
Use this article when you need to plan and Access Model Overview in Topo. The main staff surface is Staff > Membership > Plans. It is written for Owners, Managers.
What this covers
Plans as templates
Plan Versions as immutable terms
Customer Access as entitlements
Sales, Stripe subscriptions, billing clocks, and access events
How versioning protects active-member terms
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
Create plans as templates for what can be sold.
Review plan versions as the terms attached to a sale or member access record.
Use member access records to see what a specific member actually owns or can use.
Use sales and Stripe subscriptions to understand payment state, not just access state.
Use access events to audit switches, freezes, cancels, refunds, and starts.
What happens after saving or completing this
The change is reflected in the relevant staff screen and activity history.
If the workflow affects members, payments, access, inventory, or email, review that downstream area before moving on.
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
Sell Access from POS
Understand Customer Access