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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βPlease 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