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How to convert a plan to a template
How to convert a plan to a template

Creator Level - Convert any existing plan to a custom template

Updated over a month ago

It's really easy to convert a plan to a template - there's two stages to this.
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There's a helpful spreadsheet here to help you think about how to structure plans as a template - LINK
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​Please note - we noticed that attachments don't transfer over from the plan to the template, so we're getting this fixed in the next couple of days.

Step 1 - Convert to a template

Step 2 - Optional - add customisation questions

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