How do I combine 2 Single-Planning Profile into a Joint-Planning profile?

You can combine 2 Single-Planning profile into a Joint Profile by going into the contact that you want to set as the primary contact. From there, you can follow the steps below.

1. Identify the contact that you want to set as the client.
2. Click on the 3 dots at the top of the contact.
3. Select "Combine Client" from the dropdown menu.
4. Choose the contact record that you want to combine with.

A new Joint-Planning contact will created. Your original contacts will be untouched.

P.S. Goals/Scenarios are not combined.