Business Plan are used to manage which templates a client can access. All templates however are grouped into categories for better management of the templates. It is advisable that the categories created reflect the templates’ use.
In the default Business Plan, 2 categories are also created. They are labelled “Annual Requirements” and “Additional Services”. You are free to rename them or select which templates go into each category.
There are also templates that are attached into the categories. Again you are free to move the templates into any other category. For guidance, refer to the documentation below.
