Related: Getting started
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
Still having questions? Contact us, we are happy to assist.