How Do I Duplicate a Coaching Template?

Last updated: September 1, 2026

Required permissions:

  • No special permission is required to duplicate a Template that you created.

  • The Coaching: All Access permission is required duplicate Templates created by any user.

Duplicate a Coaching Template

  1. Go to Coach --> Templates.

  2. Click on the ellipses icon next to the Template's name.

  3. Select Duplicate from the menu.

  4. This will duplicate the Template with the "Copy" appended to the end.

Rename and Open the Duplicate Template

  1. Click on the ellipses icon and choose Edit to change the copied Template's name.

  2. Click on the ellipses icon and select Open to publish the Template.

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