🔗Share Plan

🔄 Steps to Share a Plan: 

1.  From the Home page, go to  Quick Actions > Plan Menu 
2. Hover over the plan you want to share 
3. Click the ‘Share’ icon
   Choose how you want to share:
   • WhatsApp 
   • Twitter
   • LinkedIn 
   • Copy Link to paste on other platforms (e.g. email, SMS, social media) 

Once your client clicks the shared link, they’ll be taken directly to the Plan Details no need to search or navigate through your full site or app!