Edit A Plan

We want your Plan to be at its very best before it’s made available to our Community. But we understand if you need to make small changes once the Plan is live. Here are the written instructions for how to edit a Plan in the Partner Portal.

Finding Your Plan

Your Plan(s) will display on your Partner Portal homepage. You can sort your Plans by clicking on the headers of each column or by scrolling through your list.

Edit Plan Info

1. Select the Plans tab in the top left corner.
2. Select the Plan you want to edit.
3. Select the Edit button.
4. Make the changes you want.
5. Select the Save button in the top right corner.

Edit Plan Day

1. Select the Plans tab in the top left corner.
2. Select the Plan you want to edit.
3. Select the day you’d like to edit.
4. Select the pencil icon on the top right.

If this plan was published before March 15, 2021:

1. Select the Convert to editable blocks button.
2. If you are editing the text, make your corrections.
3. If you are editing an image, audio, or video block, select the + to create a new block and re-upload your content.
4. Save and resubmit your plan! Important: after making edits to your Plan, refresh the page, and then you’ll need to scroll to the top of the page and click the “Submit Plan” button to resubmit your content.

If this plan was published on or after 15 March, 2021:

1. If you are editing text, click the text block you want to edit.
2. If you are editing an image, audio, or video block, delete the block by hovering over the block and clicking the “trash” icon.
3. Click the + to create a new block and re-upload your content.
4. Save & resubmit your plan! Important: after making edits to your Plan, refresh the page, and then you’ll need to scroll to the top of the page and click the “Submit Plan” button to resubmit your content.

What Can't Be Changed?

Once a Plan is live, there are a few things that can’t be edited because of their impact on current subscribers. These elements of a Plan cannot be changed once a Plan is live:

1. Order/Number of Plan Days

If you aren’t sure what you can edit, leave a comment of what you’d like to modify and ask our team. We’ll let you know if we can or can’t make those edits once the Plan goes live.

Add a Plan Day

You can only add Plan days before the Plan is live.

1. Go to the Plans tab.
2. Select the Plan you want to edit from the list.

To add a new day at the end:

• Select the + button after the last day.
• Add content to the new day and select Save.

To add a new day before or after an existing day:

• Select the day where you want to add a new day before or after.
• Select the ︙ menu in the top right corner of the selected day.
• Select Add New Day to the Right or Add New Day to the Left.
• Add content to the new day and select Save.