Adding Child Plans to a Wrap Product
More information on adding a Wrap Product is available here.
When adding a Plan, you’ll be asked if this is a wrap product or if it’s a plan held within a wrap product. Selecting ‘yes’ when asked if the plan is held within a wrap brings up the option to select the relevant wrap product. Once selected, continue to add the rest of the plan details and, after saving, this plan will appear within your wrap product.
To add existing plans to a Wrap Product, go to the Wrap Details tab. Here, you’ll see the option to link a plan.
This opens up a modal allowing you to select the plan/plans you wish to add.
You’ll be able to see all linked plans under the Wrap Details tab of the wrap product.
Adding a New Plan
When adding a Plan, you’ll be asked if this is a wrap product or if it’s a plan held within a wrap product. Selecting ‘yes’ when asked if the plan is held within a wrap brings up the option to select the relevant wrap product. Once selected, continue to add the rest of the plan details and, after saving, this plan will appear within your wrap product.
Adding an Existing Plan
To add existing plans to a Wrap Product, go to the Wrap Details tab. Here, you’ll see the option to link a plan.
This opens up a modal allowing you to select the plan/plans you wish to add.
You’ll be able to see all linked plans under the Wrap Details tab of the wrap product.
Updated on: 04/12/2023
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