Create and Manage Counseling Templates

You can use Counselling Templates to quickly pre-fill answers to questions when creating a new Counseling in Hera. 

Start by going to your Company Settings by clicking your name on the top right, then select Custom List from your choices on the left. 

A Custom List will be displayed in a Table. In the List Category, Select the Performance and Coaching with the List Name Counselling Type. Use the action menu on the right corner to Edit or Create a new one. 

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 Its created you have the option to 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.

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