Manual incorporation (staff entered data on the website): the Client ID on the formation is editable at the Verify step — overwrite it with the real client account ID before continuing, and again in the extras billing at the Prices step.
Different share structure (renamed classes, C shares, custom numbers): open the Capital editor before submitting — share classes, prescribed particulars and per-shareholder allocations are edited in one place, and the Memorandum & Articles regenerates automatically (no manual Word edits on pages 14–15).
Rejected by Companies House: the flow returns to the Response step — record the rejection code (e.g. PEN48249), the job automatically gets stage 23 "Companies H Reject ref", the client is notified by email, and the second company name can be submitted from the Name step.