Account Overview

This article will show you how to review your membership plan, its benefits, and update your goals.

1. Navigate to PlanHub and click on the "Account Overview" button

2. On this page, you can:

  • Complete your Quick Start Guide
  • Review your accounts Membership Details, add-on tools, coverage, and earned Badges.

  • Follow the onboarding guides based on your interests, these will teach you how to use the tools to reach your goals.
  • To update your Company Goals as you grow, scroll to the bottom and select the "Change Interest" button at the bottom of the page to change or expand on your goals.

 

3. When updating your company goals, check off all that apply, click Submit, and your
updated onboarding and training guides will be under the "Membership
Details" section.