Transfer Templates from One Year to Another

If you want to transfer templates from one year to another, but not the lessons or classes, you will need to first create a new planbook. Then, copy your classes from your old planbook to the new one (this step brings over the classes, the templates, and the lessons). Then delete those copied classes. This will delete the classes and the lessons, but keep the templates in your new planbook.

If you have any questions or issues with this process, reach out to us at and we will be happy to help!

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