How to edit a recommendation – Sutro

This tutorial will explain how to edit tests and recommendations.

Go to the ClearCare Login URL

1. Navigate to the test that needs to be edited, then click "Edit"

Navigate to the test that she wants to edit and then click edit. You can edit this while you're taking the test with the customer, after the fact under the latest test dashboard, or under the customer's profile.

Navigate to the test that needs to be edited, then click 'Edit'

2. Click edit if you need to edit the test results

Here you'll be able to see the most recent spin touch test as well as the last test before this and when it was taken. You'll be able to edit the test results if needed by clicking the edit button.

Click edit if you need to edit the test results

3. Click "Yes"

It's going to remind you that it's going to discard any changes that you make to the test results. Just click yes if you're sure you want to continue.

Click 'Yes'

4. Update the test results, then click continue modifying the pool look.

Here you can update any of the test results and then click continue modifying the pool look.

Update the test results, then click continue modifying the pool look.

5. Choose the pool look and click Submit.

Choose the image that best represents your customer's pool. The default selected will always be what was selected in the original test. Then click submit

Choose the pool look and click Submit.

6. Click "Edit"

The recommendations will be updated based on the new test parameters if you still need to update the recommendations, click the edit button.

Click 'Edit'

7. Update the recommendation, then click the save button next to it

Choose the specific recommendation that needs to be updated and update it accordingly. Then click on the save button right next to it.

Update the recommendation, then click the save button next to it

8. Click the plus sign to add a new recommendation

If you want to add a new recommendation click on the plus sign.

Click the plus sign to add a new recommendation

9. Enter in the new recommendation

Enter in the new recommendation and then click add recommendation. Once everything is complete then click done.

Enter in the new recommendation

10. This adds the new recommendation

This will add the new recommendation to the bottom of the list.

This adds the new recommendation

11. You can also drag and drop the recommendations to change the order

You can also reorder the recommendations. Hold down on the one that you want to move and then just drag and drop it to the place where you'd like it to go.

You can also drag and drop the recommendations to change the order

12. Click "DONE"

Once everything is completed then click done.

Click 'DONE'

13. Choose how you would like the customer to receive the updated recommendations

Choose how you would like the customer to receive the updated recommendations, and then press send.

This guide detailed the process of editing recommendations in Mysutro, covering actions such as confirming changes, specifying details, and finalizing updates. By following these instructions, you can effectively manage and tailor recommendations to meet your specific needs.