How to transition someone from the 3 month program to the six month program in Wishlist

When you are ready to transition a client from the 3 month program to the 6 month program, follow these steps:

  1. Log in to your DSD site and head to the Dashboard.
  2. Scroll down to WishList Member, cursor over it, and select Members (see image)

3. Check the box next to the name of the person you want to move in to the six month program and at the top of the list, select ADD TO LEVEL in the first drop down box and 6 Months to Great Health Program – Months 4-6 in the second drop down box.  Then click GO and you are all done.