> ## Documentation Index
> Fetch the complete documentation index at: https://zovi.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.
# Custom plans
> Build a client-specific bundle of treatments and products at a price you set, then notify the client to buy it in your app.
A **custom plan** is a bundle you build for one specific client: a mix of
treatments and retail products offered together at a **bundle price you set**.
Use it when you want to give a particular client a tailored package, such as a
course of treatments, a treatment-plus-aftercare bundle, or a one-off deal.
A custom plan's **bundle price bypasses your normal discounts**. The price you
set is the price the client pays. Membership discounts and other automatic
reductions don't apply on top of it. This keeps tailored pricing predictable.
When you create a custom plan, the client is **notified to purchase it in your
app**. They buy it there like anything else in your catalog.
## Create a custom plan
You can start a custom plan two ways:
* From a **client profile**: open the **⋮ More** menu and choose **Custom Plan**.
The **Client** is pre-selected for you.
* From the **Custom Plans** page: start a new plan and pick the client yourself.
From the client's profile choose **More → Custom Plan**, or open the **Custom
Plans** page and start a new plan.
Set **Client**. If you started from a client's profile this is already filled
in and locked to that client.
Give the plan a **Plan Name** the client will recognise, and add a
**Description** explaining what's included and why.
Add the **Treatments** for the plan, and any **Retail Products**. Set the
**quantity** for each line, for example a course of three sessions.
Enter the **Bundle Price** the client will pay. As a reference, the builder
shows the **Retail total**, the normal price of everything you've added, so
you can see the value you're offering.
Turn on **Award loyalty points** if you want the client to earn points when
they buy this plan.
Select **Create & Notify**. The plan is created and the client is notified to
purchase it in your app. You'll see a confirmation that the plan was created
and the client notified.
The **Retail total** is only a reference to help you price. Set the **Bundle
Price** below it to give the client a clear saving, or match it when the value
is in the convenience of the bundle rather than a discount.
## Manage your custom plans
The **Custom Plans** page lists every plan you've created. Use it to track what's
been bought and to tidy up plans you no longer need.
* **Search** for a plan by name.
* **Filter by status**: choose `Available`, `Purchased`, or `Removed`.
### Statuses
| Status | Meaning |
| ------------- | -------------------------------------------------- |
| **Available** | Created and offered to the client, not yet bought |
| **Purchased** | The client has bought the plan |
| **Removed** | You've taken the plan down; it's no longer offered |
### Actions
Each plan has actions depending on its status:
* **View details**: open the plan to see what's included.
* **Edit**: change the plan. Available for **Available** plans only (once a plan
is purchased, it's locked).
* **Duplicate**: copy the plan as the basis for a new one.
* **Resend**: re-offer a plan. Available for **Removed** plans only.
* **Delete**: remove the plan.
## After the client buys the plan
Once a client buys a custom plan, the order becomes your delivery checklist.
* Everything in the plan appears as its own **fulfilment row** on the order. Mark
each row fulfilled as you deliver it, and undo a row if you tick it by mistake.
* If the plan promises something that isn't a catalog item, add a **manual row**
to the order and track it the same way.
* The client sees the same order with a read-only view of what has been delivered
so far.
### One QR for the whole plan
The order carries **one QR code** that stays valid for the life of the plan. The
client shows it at every visit. Scanning it checks them in and opens the order,
so you can tick off what they've had while they're standing there. See
[Check a client in](/checkin/scan-checkin).
Check-in points are awarded once per day, so scanning the same QR twice doesn't
double-award.
Custom plans don't mint a separate redeem QR for each session the way a
standard reward does. The one order QR is the whole thing, and sessions are
ticked off by your team on the order.
## Related
Start a custom plan from a client's More menu.
For a discount rather than a bundle, send an offer.