How To Edit A Plan

Edit a plan

Axon avatar
Written by Axon
Updated over a week ago

Let's explore two methods you can employ to modify a plan. Firstly, you need to find the plan that you're aiming to change. Begin by selecting 'Plan Builder' from the drop-down menu on your screen. Once you've found the plan, start implementing the necessary changes. After completing your modifications, hit the "send" button to store your changes.

Alternatively, there's another way to go about this. Navigate to the main dashboard and identify the user. Then, choose the name of the plan and click the 'edit' button. You can now start tailoring the plan to your preferences. To ensure your modifications are saved, click on the "update" button.


While you're making changes, it's crucial to be mindful of completed sessions within the plan. If you alter these sessions, you risk overwriting any existing data, which could be valuable or irreplaceable. As a precautionary measure, we recommend that you only edit those sessions that are not yet complete. This way, you can keep your important information safe and ensure the continuity of the plan.

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