Settings: Profile Templates

Create Profile Templates to speed up the Profile process

Step 1: Navigate to the Profile Templates Page.

Using your navigation bar enter the Settings tab > Profile Templates to get to the Profile Templates Page.


Step 2: Editing/Creating

Edit an existing template by clicking the blue pencil icon or click "New" to create a new template


Step 3: Define your Template

Once you have selected the blue pencil or + New, a pop-up will appear where every detail of your Profile Template can be set.

  • Start by giving your Profile Template a name.
  • Drag and drop the desired questions from Available Questions to Selected Questions.
  • Drag the Selected Questions up or down in that column to arrange the order.
  • Click Save


Your Profile Template is now ready to be selected within the Menu and given to the customer!