Step 1: Check if the profile is unlocked
Go to Profiles.
In the column showing availability:
If you see a lock icon with days remaining, the profile is still locked
If you see the swap arrows, the profile is ready to be swapped
Step 2: Ensure campaigns are not active
Before swapping, make sure the current profile does not have any active campaigns.
If they do, pause or complete them first.
Step 3: Use the swap arrows
Click the swap arrows icon next to the profile you want to replace.
Step 4: Select or create the new profile
Choose an existing profile, or
Click Add Profile to create a new one
Then select it in the swap flow.
Step 5: Confirm the swap
This will replace the current client on that seat with the new one.
Key notes:
No need to deactivate profiles
No “Any time” label anymore
Swap arrows = ready to swap
Lock icon + days = still within the 30-day window