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Plan Groups

Plan groups allow you to organize related plans to simplify management and visualization in the dashboard.

Fields

FieldDescription
NameGroup name (unique per organization)
SlugURL-friendly identifier (unique per organization)
Display orderControls the group's position in the interface

Features

  • Auto-generates the slug from the name if not provided
  • Prevents archiving if there are still plans linked to the group
  • Display order controls the organization of groups in the interface

Operations

  • Create: Provide name and organization
  • Update: Name and slug are editable
  • Archive: Deactivates the group (soft delete)
  • Unarchive: Reactivates the group
  • Move plans: Plans can be moved between groups or removed from a group (set to null)