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If you need to go in and edit a client's plan, click on the person icon in the left navigation to get to your Clients Page.

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Click on the client whose plan you'd like to edit.

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Scroll down and click the pencil icon of the plan you'd like to edit.

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Make any edits to the plan that you'd like.

These edits happen in real-time for the client if the plan is already published.

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