Editing a membership plan is easier than ever before. Follow the below steps to edit or change information in a membership plan that has already been added to a member's profile.
EDITING A PLAN
1.) On the main profile page of the member, click the 'Modify' Button next to the plan you want to edit.
2.) Select the modification you'd like to perform
3.) Select the START DATE the modification should take affect.
4.) Leave a NOTE to keep track of why this modification was made.
5.) Click PERFORM MODIFICATION
*Always review the PLAN DETAILS after making a modification to ensure the plan has adjusted as expected. If further modifications are needed, simply repeat steps 1 through 5 again!