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Create template from plan

Create template from plan

With plan template functionality, you can easily copy the plan of your contacts. Copy the plan to other contacts or copy 1 month of training to the next month, just with a few simple clicks.

Here’s how you create a plan template:

Click the "Plan" tab and select the contact (LINK) you want to copy the plan from. If you want to copy your own plan, tap "Select me" in the bottom right corner. Right-click anywhere in the calendar and choose "Make a plan template".

Select “From” and “To” the dates you want to copy the plan template. Give your schedule a title and description. Choose who you want to find the template by opening the drop down menu "Share with". If you want others to edit the template, check "Lock". If you want to easily find the template, in the future, you can add unique tags to the template.

 

You can also upload a photo to easily find the template and personalize it. Click the blank box at the bottom of the window and select the desired image.

 

When you are finished, click “Create Template”.