How to Copy or Duplicate a Calendar in Advisor's Growth

How to Copy or Duplicate a Calendar in Advisor's Growth

When setting up multiple calendars with similar settings, you can save time by duplicating an existing calendar. This feature allows you to quickly create a new calendar based on the configuration of one you’ve already set up.

Steps to Duplicate a Calendar:

1. Navigate to Calendar Settings
   Go to Settings > Calendars.

2. Select the Calendar to Duplicate
   Find the calendar you want to copy and click the three-dot menu (⁝) next to it.

3. Choose "Duplicate"
   Click on Duplicate in the dropdown menu.

4. Review and Adjust Settings
   In the pop-up window, confirm the calendar settings. You can make any necessary adjustments or updates before proceeding.

5. Add a Unique Slug
   You will be prompted to create a unique slug for the new calendar link. This is essential to distinguish it from the original calendar.

6. Finalize and Save
   Make any additional changes, then click Save to complete the duplication.

Your newly duplicated calendar will now be added to Advisor's Growth with all the copied settings ready to use.

This original version retains the instructional essence while providing a fresh and concise guide for users of Advisor's Growth.