Edit a Program
You can change a program’s name and age range from its Edit page. Programs supplied by a locked system template may not be editable.
Update program details
Section titled “Update program details”- Open Programs and select the program.
- Select Edit.
- Update the Name, Minimum Age, or Maximum Age as needed.
- If shown, review Show on Lead Page.
- If Documents is enabled, choose the adult and minor waiver templates and whether to auto-send a waiver when a membership is created.
- If Levels is enabled, review Keep level requirements until next promotion before changing any level rules.
- Select Save.
Use a name that staff can distinguish in member profiles, schedules, and reports. Changing a program name does not create a new program or move members to another program.
Keep level requirements until next promotion
Section titled “Keep level requirements until next promotion”Turn on Keep level requirements until next promotion, then save the program before editing its levels. Members already at an affected level keep the minimum classes, minimum days, grading setting, and next level that applied before the change. Members who reach the level afterwards use the new rules.
For example, White Belt currently requires 20 classes before Yellow Belt. You want future White Belt members to complete 25 classes without changing the target for students already training. Enable this setting first, save, then edit White Belt to require 25 classes. Existing White Belt memberships keep 20; new arrivals use 25.
The same protection applies when you reorder the progression. An existing member keeps their previously assigned next level until their next promotion. A member who previously had no next level keeps that state; adding another level does not automatically give that member a promotion destination.
Further edits do not replace the first set of kept requirements. After a membership’s level changes, its kept requirements clear and it follows the rules for its new level.
If you leave the setting off, level requirement and progression changes apply immediately. Review the Promotions report before and after changing either the setting or the levels.