If a plan was linked to the wrong client, or a client has changed identities and needs to be re-linked to a plan, users can follow the steps below to reassign a plan to a new client.
Tier Availability: Track, Core, Essential, Premium, Team, Business
Security Rights Required: Add/Edit Client
To Reassign a Plan to a New Client, follow the steps below:
- Enter the client name that is linked to the plan that needs to be reassigned in the Search bar.
- From the Search results, select the client’s name in the Clients section to open the Client Information grid.
- Click the Plans tab from the menu on the left.
- In the Plans grid, hover over the desired plan and click the Edit icon.
- An Edit Plan to Client Assignment pop-up window will appear.
- In the Reassign Plan to new Client field, begin to enter the new client’s name. The text should start to populate with available matching client name(s).
- Select the appropriate client name that appears.
- Click Save to complete the reassignment.