How Do I Copy A Collection?

To make a copy of a Collection:

1

Click on Collections tab.

2

Once in the directory, find the Collection you'd like to copy and click the Copy button.

3

You'll be prompted to edit the title, description, and tags of your new Collection. Update the required fields to your liking and hit the Copy Collection button:

Note: When copying a Collection, by default all items are copied but not duplicated. However, you can toggle on "Deep Copy" which will make a duplicate of any plans in the Collection. This is helpful in cases where a practitioner wants to share a Collection containing plans with a group of clients and provide them individually with editing capabilities.