Copying A Individuals Profile

Sometimes it's handy to use an existing client's profile as a template for a new one. To copy the individual profile, click the "copy" button on the main screen.

This allows you to copy all settings, schedules, and assistants to a new person in the blink of an eye.

How does it work?

Once you click 'copy' select the person you'd like to copy.
Enter the new name of the copied person

Cloning is only available for organizations!

Still having questions? Contact us, we are happy to assist.