Clone Client: What is it and how do I do it?

  • What: Cloning a client creates an identical copy of the client's plan for you to edit while preserving the original plan.
  • Why: You can show the client multiple versions of the proposed plan using our what ifs but if you want to present multiple versions of the current situation you'll need to use our clone function.
  1. Click on the client's name on the left side of the screen
  2. Choose More Actions
  3. Choose Clone Client
  4. Change the name (for example, add a 2 to the last name)
  5. Click Clone Client
  6. The cloned client should now be in your client list
Clone Client

Clone Client 2