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Home > Clear Connection 2.0 > SOP-V-2127 How to Edit a Sent Regimen
SOP-V-2127 How to Edit a Sent Regimen
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How to Edit a Sent Regimen

 

 

 

Editing a Sent Regimen

Standard Operating Procedure

 

Department:

NAC

SOP ID:

SOP-V-2127

Date:

3/14/2021

Sign Off:

JG

Procedure / Policy Overview

Accurately edit a regimen after it’s been sent.  Regimens can be edited after it’s been sent if a mistake was made or if a change is needed for any reason due to the client’s skin. 


 

 

Task - Edit a Sent Regimen

 

  1. Navigate to Client’s dashboard

  2. Click the Regimen Tab

  3. Click the edit icon (pencil)

  4. Edit the client’s regimen

  5. Send Regimen to save and send to the client

 

**When going back into the regimen to edit, any products that were added via the "Customize Order" tab, will "fall off" and no longer show. Be sure to re-add products under the "Customize Order" tab if you need to create another invoice.

 

**If you do not need to create another invoice, you must unselect all of the products that were originally clicked to create an order to just resend regimen only.

 

 

Video - Edit a Sent Regimen

 

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