> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/clients/programs/clone-program.md). # Clone Program **Page type:** Task guide\ **Status:** Draft (Noah Edit)\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-04-03 (Noah Edit: 2026-06-16)\ **Audience:** Super Admin, Admin, Supervisor, Clinician ## What This Section Covers This material covers how to clone a Client Program to another Client. ## Before You Start * You must have permission "View client's program list". * You must have permission "Clone program". ## Where To Start #### A. 1. In the left navigation menu, select ***Clients***. 2. In the left navigation menu, select ***All clients***. 3. In the All Clients table of the page, select the name of the Client whose Programs you wish to view, under the column "Full name". **OR** #### B. 2. In the left navigation menu, select ***Programs / Maladaptives***. > **Warning:** While it is the default state, you should confirm that the *Mastery Status* filter is set to "In progress" . ![](/files/jwSyRXmZQByqIqF52ceR)\ *Figure 1: Client List page with an emphasis on navigation to a Client's Programs.* ## Available Actions 1. **Clone a copy of a Program to a different Client.** * On either Client Program List, locate a Program with a *Mastery status* of "In progress" that you wish to clone. Once located, navigate to the far right of the list and open the Action dropdown menu for your selection by clicking on the three dots located in the Action column. Select the option "Clone program" from the Action dropdown menu. ![](/files/1QjeZcfWlURjCamBiAM5) ![](/files/9b8YhgGiUSxZkZj4A6FZ)\ *Figure 2 - 3: Client Program List pages with an emphasis on clone navigation.* * A dialog box should open prompting you to input a *Program name* and *Client*. The *Program name* should already be filled out with the name of the Program you navigated from, but you can choose to alter the name if you so desire. Click on the *Client* input field to open the dropdown menu, at which point you can either scroll through the list options or use the Search Bar at the top of the dropdown menu to conduct a text search, and then select your desired option. ![](/files/dZu3GlHQCI9O5KBOLozq)\ *Figure 4: Clone Program dialog box overview.* * If a change is made to any of the input fields, clicking the "Cancel" button will generate a dialog box to confirm that you want to back out without saving your changes. * Hitting the "Cancel" button when no changes have been made will also not trigger the dialog box for confirmation. ![](/files/IiKxpffE54PpGxlsaIdi)\ *Figure 5. The dialog box that pops up when you try to back out of the cloning without saving changes.* * After all input fields have been filled out, click the "clone" button to save your cloned Client Program. A notification should pop up in the bottom left corner of the page to confirm your success. ![](/files/fkDnWJDNZQCixhw7vT7N)\ *Figure 6. Success notification for cloning a new Client Program.* ## Notes * Altering the *Program name* being cloned does not effect the underlying data of the Program. * You cannot change the Program being cloned by altering the *Program name* field. If you believe you selected the wrong Program when navigating to the Clone program dialog box, you will need to close the dialog box and re-open it using the correct Client Program. ## Role Differences * ***Super Admin / Admin / Supervisor / Clinician:*** Will be able to clone Client Programs. * ***Basic:*** Does not have access to clone Client Programs. ## Summary Of Section **Upon reviewing this material, you should be able to:** * Clone a Client Program to another Client. ## Related Guides * [Clone Program from Library](/compassly-docs/core-modules/clients/programs/clone-program-from-library.md) * [View Client Programs](/compassly-docs/core-modules/clients/programs/view-client-programs.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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