For center administrators with edit access to Billing. Contracts & plans is on the Standard plan.

Steps

1. Open Money > Contracts & plans.

2. Open the child’s contract.

3. Choose More > Change plan. On the newer screens, it is in the ⋮ menu.

4. Pick the New plan and the Days. Each plan shows its monthly tuition.

5. Choose From which month the change starts. It starts on the first month with no bill.

6. Add a Reason if you like. Families don’t see it.

7. Choose Change plan. The button changes to ask you to confirm. Choose it again, then choose Done.

What changes

• The month you pick, and every later month with no bill yet, get the new price.

• Earlier months stay the same.

• Fees and discounts on each month stay as they are.

• A month that already has a bill keeps it. After the change you can tick bills to update. Each one the family already has needs a reason, and the family sees it on the bill. Drafts don’t need one.

• A month with a payment doesn’t change.

The family sees the new plan name and days. Bloomily doesn’t email the family about this change.

When Change plan isn’t offered

Only active plans can be changed here. For an after-school program or camp, use Change a child’s program days or price instead. If a plan can’t be changed, the window says why.

Walkthrough: Change a plan from 5 days to 4 days

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

The recording types a few words to confirm. Today you choose Change plan a second time instead.