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.