Copy settings to a connected account
Copy services, forms, products and templates so every clinic starts from the same setup.
Table of Contents
Copying always goes one way, from the main account to its connected accounts, so sign in to the main account first.
Go to Setup, then Multi-account.
Open the connected account and click Copy setup.
Tick every account that should receive the copies, and click Next.
Tick the types you want: Logo, Custom reports, Forms, Custom Fields, Marketing templates, Services, Products, Packages or Drugs.
Decide whether to turn on Overwrite, then copy.
With Overwrite on, items that already exist in the connected account are replaced. Leave it off to add only what's missing.
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Next, read Add your social media accounts.