help-center

Copy (duplicate) a consultation

Written by Team Cocoriko | Feb 4, 2026 8:40:49 PM

Follow these steps to copy a consultation and save yourself a lot of time when you have two similar consultations.

Click on "Consultations"

 

Click on "..." under "Actions"

 

Click on "Create a template from this consultation"

 

Update title and description if needed and click on "SAVE" (for example: template for...)

 

Click on "Consultations"

 

Navigate to "Consultation Templates" and click on the "..." under "Actions."

 

Click on "Create a consultation from this template"

 

Type the title of the consultation and modify the welcome message if necessary.

 

Click on "SAVE"

 

Click on "Consultations"

 

The new questionnaire is now on the list and ready to use