How to Edit an Individual's Current Program

How to Edit an Individual's Current Program

There are some circumstances that change with students that will require their current program to be adjusted.  Maybe you need to change their payment amount or change the expiration date.  There are a couple of ways to make changes to someone's program without having to make a whole new program to replace it.  Below will show you step by step instructions for each way you can do this.

Editing via the Program Financial Info Box

1. Go to your member's profile page.

2. Scroll down to the program financial info box on the left hand side and click edit.

3. Make any changes to the program here.

4. Click save.

Editing via the Programs Tab

1. Go to your member's profile page.

2. Scroll down to a section that says "related members".

3. Click on the tab titled programs.

4. Click on details to the right of the program you would like to edit.

5. Make your changes here.

6. Scroll down and click save.

Watch the video below for a tutorial on how to edit programs

 

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