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How to Delete Plans in iJoin

Last updated on June 24, 2025

Deleting plans in iJoin is now a streamlined self-service process, eliminating the need to contact support. Follow these instructions to remove plans efficiently.

Procedure for Plan Deletion

  1. Navigate to the Plan Summary Page: Access the main “Plan Summary Page” within the iJoin platform.
  2. Locate the Action Button:
    • In Tile View or Grid View, identify the“Action” button positioned on the far right of the Plan entry.
      The action button can be found on the far right next to the client name.
  1. Initiate Deletion:
    • Click the “Action” button.
    • From the dropdown menu, select “Delete.”
      Delete Button
  1. Confirm Deletion:
    • A confirmation prompt will appear. Click “Confirm” to finalize the deletion within iJoin.
      Click OK to confirm Plan Delete

Important Post-Deletion Step

  • Disable iJoin Integration with Relius: To ensure full cessation of data flow and prevent potential conflicts, you must also disable the iJoin integration within Relius.  For more information on how to do this, please see Remove / Disable Plan from iJoin | iJoin Success Hub

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