How to Hide Plans in the Plan Builder

Here is how to hide plans in the plan builder!

  1. Navigate to your Plan Builder:
     

     

  2. Click "Hide" on the plans you would like to move to the "Hidden" list - these will not be visible to you in the Plan Builder unless viewing the "Hidden" list: 


    Now you can easily hide any plans you don’t need to see, giving you a tidy and organized list of billing plans!

To move plans back to the "Visible" list:

  1. Go to the "Hidden" list on the Plan Builder: 



  2. Click on the "+" symbol next to the plan you would like to move back to the "Visible" list: 

 

IMPORTANT NOTE: When a plan is "hidden", it is still usable! Hiding a plan does not make it obsolete, it simply removes it from the standard view in the plan builder.