Here’s how to create a quick link for your plans, starting from the “Plans” tab of your Dashboard. Step-by-step instructions are below:
Step 1: Click on the filter icon.
You can search for Plan Names, Plan Types, Staff Members and Tags. Click on the “Search” Button to continue.
Step 2: Click on “+ quick link” under the filter icon.
Step 3: Name your quick link.
Click on the “Add Quick Link” button.
Step 4: You can find all your quick links under the search bar.
Now you can create quick links for your plans!