How to Swap Out a Client Profile

Follow these steps to replace a client profile when the profile is eligible to be swapped.

Step 1: Check whether the profile is unlocked

1. Open Profiles.
2. Find the profile you want to replace.
3. Check the availability column:

• A lock icon with days remaining means the profile is still locked and cannot be swapped yet.
• The swap arrows mean the profile is unlocked and ready to be swapped.

Step 2: Make sure the profile has no active campaigns

Before swapping the profile, confirm that it does not have any active campaigns.

If it has an active campaign, pause or complete the campaign before continuing.

Step 3: Select the swap arrows

Select the swap arrows next to the profile you want to replace.

Step 4: Select or create the replacement profile

Choose one of the following options:

• Select an existing profile.
• Select Add Profile to create a new profile.

Select the replacement profile in the swap flow.

Step 5: Confirm the swap

Review the selected profiles, then confirm the swap. The replacement profile will take the current profile's place.

Important notes

• You do not need to deactivate the profile before swapping it.
• The Any time label is no longer used.
• Swap arrows mean the profile is ready to be swapped.
• A lock icon with days remaining means the profile is still within the 30-day lock period.

Need help?

If the swap arrows do not appear after the lock period ends, message Support through the chat in your dashboard and include the profile name and a screenshot of the availability column.

Updated on: 25/08/2026