How to delete a One Page Plan Template

Deleting your One Page Plan Templates is simple! 

First, select the arrow that appears to the upper left of the One Page Plan as shown below.

From the drop-down menu, scroll down to find the Templates, next select and click the template you wish to delete. Next, go to "More" in the upper right corner and from the drop-down select "Delete One Page Plan".

You will know you are viewing the Template as it will show at the top left of the Page.

Note: only Admins and Assistants have the ability to delete One Page Plan Templates.