How do I create a quick link for plans?

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-by-Step Guide:

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!