How to Delete or Change a Package on a Profile | Scribe

    How to Delete or Change a Package on a Profile

    • 15 steps |
    • 42 seconds
    1
    Click "Profiles"
    2
    Click "All Profiles"
    3
    Search for the profile
    4
    You can click on the profile name and do the following steps from the popup card
    5
    Click "Edit"
    6
    Click "Packages"
    7
    Click "Delete"

    Delete Incorrect Package

    8
    Click "Permanently remove all history?" if the package was a mistake and you want to remove all history linked to it
    9
    Click here.

    Replace Package

    10
    To update the package to a new one if you want to keep the history click on the calendar box
    11
    Choose the last date before the date your monthly invoices will generate on to avoid them getting invoiced for the month after they stop their sessions
    12
    Click this button.
    13
    Click "Add Package" to add a new package for them if they are continuing
    14
    Click this dropdown and select their new package
    15
    Click Add