Editing a Service

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There are multiple ways to edit an advice service. The simplest way to do so, is from My Practice   view.

From the side nav menu, select Advice Services represented by the  icon.

To edit an advice service:

  1. Use the toggle menu to select the type of service you want to edit (Current or Pipeline).
  2. Click the  icon next to the service you wish to edit. 
  3. You will land on the basics screen of the advice service you wish to edit. All required fields will appear in red
  4. Click Save.
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