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Your onboarding with Jo

Editing your answers

Change or update your intake answers at any time from the Data Intake page.

Editing your answers

Your intake answers are never set in stone. You can review and update them whenever your business changes or you spot something you would like to correct.

Where to find them

Open the Data Intake page from the sidebar. It shows everything you shared at intake, laid out clearly and grouped into the same sections you filled in. This view is read-only, so you can browse it without worrying about changing anything by accident.

Making a change

When you want to update something, use the Edit intake button. This reopens your answers so you can change them, then save. The Data Intake page updates to show your new answers.

If your deliverables are already built

If your consultant has already produced deliverables from your earlier answers, those packs will not change on their own. Updated answers inform future work rather than rewriting what has already been published.

If a change is significant, talk to your consultant about regenerating the affected deliverable so it reflects your latest information.