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.

 

 

Click on the “Add Quick Link” button.

 

 

Now you can create quick links for your plans!

Updated on October 30, 2020

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