How to Swap Out a Client Profile

Step 1: Check if the profile is unlockedGo 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

Updated on: 17/08/2026