Duplicating a form or SOAP note template allows you to create a copy of your template and make changes and edits without having to recreate it or losing any information from the previous version. If you don't want to start from scratch, you can duplicate an existing template.
Note
Duplicating a template will not copy over customer responses.
Prerequisites: The steps below require the Forms feature, which is currently unavailable on the phone version of Vagaro.
To duplicate a template:
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Go to the Forms page.
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Web Version: Select Forms at the top of the screen.
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On a Tablet or Pay Desk: Select Forms at the bottom of the screen.
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Find the form you want to duplicate:
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Use the Search
bar to look up the template.
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In the All Status dropdown, filter for Draft or Published templates.
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In the All Types dropdown, filter by Form or SOAP templates.
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At the end of the row of the form to duplicate, select the Action
button, then select Duplicate.
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Make changes to your template as needed.
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Make changes to your template as needed, then save it.
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Preview and publish your form:
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To preview your template, select the Computer
or Phone
Preview tabs at the top of the editor.
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Select Save for Later to save a draft of your template.
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Select Publish to complete your template.
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