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 use 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.
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.
Create a professional group for your firm
To collaborate with colleagues, use a professional group.
You'll be able to work on each other's clients. Plus, each member after the first one will get a discounted subscription.
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.
