Clone a Meeting or Training

The cloning function is particularly useful for meetings and trainings that occur weekly or repeatedly, as it eliminates the need to recreate the event from scratch each time.

Step 1 – Access the Meeting and Training Page

1. From the left sidebar, click on Meetings and Trainings.
2. You will see a list of existing Meetings and Trainings with details such as title and date

Step 2 – Open the Client Note that you want to clone

1. Click the title of the meeting that you want to clone. This will open the overview page.
2. From the overview, navigate to the top right, select Actions and choose Clone from the dropdown menu.

Step 3 – Edit the Cloned Note

1. The cloned note will automatically populate all details from the original. Review each section and update any information that requires modification. Be sure to edit items such as the date and any other relevant details.