How Do I Copy A Collection?

To make a copy of a Collection:

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

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.

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