How to Delete a Plan
1. Introduction
2. Manage
Select "Manage" in the top navigation bar.
3. All Plans
In the Manage page, choose the Plan you want to delete.
4. Three Dots button
Inactive plans can be deleted by selecting the three dots button on the selected plan.
5. Delete Plan
Select Delete Plan and follow the prompts. Please note that plans cannot be deleted. They must be changed to status before being deleted using the Plan Status column.
If a plan is deleted in error, contact the support team at help@causey.app.
Additional Assistance