Counseling Type: Create and Manage Counseling Templates

Counseling Templates are now a part of the Counseling Type custom list. There are two ways to access the Counseling Type custom list, from the Company Settings and when creating a new Counseling
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Start by going to your name at the top right, select Company Settings, then select Custom List from your choices on the left.

Custom Lists are displayed in a Table. In the List Category, select Performance and Coaching with the List Name Counseling Type. Use the action menu on the right to edit it.

Open the Create menu at the top of the page and select Counseling.

This opens an empty Counseling form. Counseling Type is the first field. Click to select a Counseling Type, and the last option is + Add New Custom Counseling Type.

A panel on the right side of the page will open where you can fill in your template. Click + New Option to create a new counseling type.

Once it's created, you can click the Plus Sign Icon next to it to add the context of your template. To edit a template, click the Edit Icon. Once everything has been updated, click the Save Button below.

When you click the Edit Icon, another panel will pop up where you can edit the template.

To delete a template, click the Trash Button on the right. In the image below, the templates are Enabled. They are clickable, and when you click on them, they automatically disable the template and vice versa.