Copy guests from one plan to another

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Copy guests from one plan to another

Just drag the guests from one plan to the other:

1.Start 2 instances of PerfectTablePlan.

2.Select the guests you want to copy from the Guests or Groups pane of the first instance of PerfectTablePlan (Ctrl+A to select all).

3.Drag the guests/groups to the Guests pane of the second instance of PerfectTablePlan.

You can also export the guest data to a .csv file and re-import it, but drag and drop is easier.

Custom fields are not copied when you drag guests between 2 plans. If you want to preserve custom fields you need to export the guest data to .csv and import.

See also:

Create a re-usable template plan