Plan Management - Managing, promoting, and updating plans
How to manage, promote, and update plans. Also plan attestation, "finalizing" a plan of action.
- Housekeeping - Tidy up your plans
- Overview Plan Differences
- Going Back to a Previous Version of a Plan
- Deleting a Spouse From a Plan
- Updating a Plan Start Date (2025) - Video
- Revert to a previous version of a plan.
- How to Backdate the Plan Start Date - UK
- Updating your plan for the new planning year video - UK
- How to update the start date of a plan - UK
- FAQ - What happens to a client file once it has been deleted from the software?
- How to delete a client file (client record)