Use Plan Categories

When to use this

Use this article when you need to use Plan Categories in Topo. The main staff surface is Staff > Admin > Categories, Plans. It is written for Owners, Managers.

What this covers

• Creating categories, ordering/grouping plans, signup display, and reporting implications

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 Categories from the admin or commerce setup area.

2. Create a category with a clear staff/member-facing name.

3. Assign plans to the category from the plan form.

4. Use position/order controls if your gym wants signup or staff lists grouped in a specific way.

5. Review reports and signup display after changing categories.

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

• Plan and Access Model Overview

• Sell Access from POS

• Understand Customer Access