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How to Swap Out a Client Profile

After running a campaign for 30 days, you can easily swap out an active client profile to make room for your next customer.

Mandy avatar
Written by Mandy
Updated over 3 weeks ago

Step 1: Check Eligibility

  • Go to the Profiles section.

  • In the 5th column, you’ll see how much time remains before a client can be swapped.

  • When it says “Any time,” you’re ready to replace them.


Step 2: Deactivate the Current Client

  • Make sure the client’s campaign is turned off first.

    Example: If Dr. Adiyo Khan still has an active campaign, pause or stop it before proceeding.

  • Then, click the Active button next to their name to mark them Inactive.


Step 3: Add Your Next Client

  • Click Fill This Seat.

  • Create an inactive profile for your new client.

  • Once set up, click Fill This Seat again to activate them.


💡 Tip:
You can only swap clients after 30 days and once their campaigns are inactive.

Need help?
If you can’t deactivate a profile or the swap option isn’t available, message us through the in-app chat — we’ll be happy to help!

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