Main Dashboard

  1. Click plan name

  2. Edit the plan and click update

⚠️ Editing already completed sessions will overwrite any existing data. We suggest ONLY editing incomplete sessions.

Plan Builder

  1. Click the dropdown menu

  2. Click plan builder

  3. Select the plan you want to edit

  4. Edit the plan and click send

⚠️ Editing already completed sessions will overwrite any existing data. We suggest ONLY editing incomplete sessions.

How do I edit a group plan for all users?

  1. Click the dropdown menu

  2. Click plan builder

  3. Select the plan you want to edit

  4. Edit the plan and click send

Note: This will edit the plan for ALL users on the plan.

⚠️ Editing already completed sessions will overwrite any existing data. We suggest ONLY editing incomplete sessions.

How do I edit an individual on a group plan or template?

You will need to move the user from a group plan to an individual plan.

🛑 Any progress from the group plan or template plan will not be copied over and this plan will start at 0% complete.

How do I move a user from a group plan to an individual plan?

  1. Select the user from the main dashboard

  2. Click the plan name

  3. Rename the plan

  4. Click update

  • The user has now been shifted from a group plan to an individual plan.

  • All cognitive tasks have been copied from the original group plan allowing you to customize the plan for the individual.

🛑 Any progress from the group plan will not be copied over and this plan will start at 0% complete.

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