How to Edit an Offer

Sometimes it is necessary to change the original offer sent to a family. This guide shows administrators how to edit the offer without having to delete and create a whole new offer. 

Via Waitlist Dashboard

Filter to locate the waitlist profile.  On the right side, of the profile listing, under actions, click the Edit pencil button. This will provide a drop-down action so you can select EDIT OFFER.

Via Carer Summary / Profile

Locate the child's profile. At the upper right corner of the profile, there is a drop-down action selection where you can select Cancel Offer.

Edit any information or details on the Offer. You can tick Send Updated offer email to parent if you wish for the parent to receive a notification on the updated offer email. This will trigger the system to send the Offer Updated email from your email templates. Then click Next.

Click Send to send an updated email offer to the parent.

You will be returned to the waitlist summary page where the updated offer is viewable in the interaction history. 

Note: Edit Offer is only available for Offered status only.