Feature Request: Switch Participant Type When Duplicating Note Templates

When duplicating an existing custom note template, allow users to toggle or change the participant type (e.g., switching from Individual to Couple or Family) directly in the template settings before saving. Currently, users have to recreate the template from scratch and manually copy-paste sections if they want to adapt an individual template for couples use. A toggle for participant type during duplication would save significant time and streamline workflow.

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Board
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Feature Request

Tags

High Priority

Date

About 3 hours ago

Author

Liza Shaw

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