An Engagement that has already been commenced for a given client (or company) can be modified at any time.
To modify an Engagement, click the Engagement icon for a given client as found in your Clients listing (the handshake icon, found towards the lower right):
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Doing this brings up a display of their current Engagement, like so:
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From there, click the "Modify..." button found at the bottom of that pop-up window.
This brings up the Engagement editor pop-up.
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From there, you are free to modify anything about the Engagement, including:
- Increasing or decreasing the total allocation
- Changing the rules that dictate which appointments do and do not count
- Setting or resetting notifications
- invoicing plan details, including the date of the next automated invoice