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      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.

      Settings-Templates

      Step 2: Editing/Creating

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

      Edit-Creating

      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
      DragNDrop

       

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