Using Custody X Change as a Professional: Overview
Custody X Change professional accounts have capabilities beyond what regular accounts have. They make it easy for you to collaborate with both clients and colleagues.
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Tips for professional users
Create schedule or parenting plan templates
You can create fake clients to use as templates. Follow the usual process to add a client, but give the "client" a template name.
Then, in that account, create the schedules and/or parenting plan you want to save for future use.
To apply your template to a new client, choose "start from an existing client's data" when you add them into Custody X Change. Select the template name on the next screen.
Reuse an existing client's holidays and annual occasions
When you create a holiday schedule (aka an annual occasion schedule in Australia and the UK), save time by reusing what you've already entered for another client.
In the "holidays" tab (or "occasions" tab) next to your new client's calendar, click "templates."
Choose "other client" from the first drop-down menu. Then select an existing client.
All of the existing client's holidays will be imported. You can adjust each one as needed.
Have your clients enter information
When you share with a client, they can save you time and stay involved by entering information directly into Custody X Change.
For example, your client could choose parenting plan provisions, track deviations from their parenting time schedule, and journal about developments in their situation.
Install the app for easy access
To open Custody X Change in one click on your phone, computer or tablet, install the app.
You do this directly from the Custody X Change website, not from an app store.
