Update a Plan and Understand Versioning
Learn how to update a Plan and Understand Versioning in Topo, including changes that create new Plan Versions.
When to use this
Use this article when you need to update a Plan and Understand Versioning in Topo. The main staff surface is plan detail and form. It is written for Owners, Managers.
What this covers
Changes that create new Plan Versions
Display-only changes
Existing members keep original terms
Version labels
Why active terms are not mutated
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
Open the plan detail page.
Edit display-only fields when you are changing copy, category, or ordering.
For sold plan terms, use the guided change flow when Topo routes you there.
Choose whether existing members keep old terms or move through a migration/switch flow.
After saving, review the version history and affected member counts.
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