Changing Associated Family Member on Existing Packages

Modified on Mon, 13 Jan at 1:29 PM

To change the associated family member for an existing package: 

  1. Navigate to the Clients tab
  2. Open the client's profile
  3. Scroll down to the Packages section
  4. Expand the package
  5. Select the Edit Packages button 19074313-88aac854e819d99c3c13ef46361799b8.png
  6. Select the dropdown menu next to Package Owner  unnamed_-_2021-12-23T164903.995.png
  7. Select the associated family member from the list and save 


Once saved, the package can only be used by the new family member selected.

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