There are three possible procedures to assign a program to a client
Option 1: Create a new program from the selection of clients
Go to the customer tab;
Hover over the desired customer;
Click on "+ Add" which is under program;
Click on "+ Create a new program";
Enter the information. To go to the design, click on "create". To see the advanced options of the information step, click on "Edit details" instead.
N.B.: The program will be assigned automatically to the chosen customer.
Existing program
If you want to put an existing program on a client's calendar instead, click here.
Option 2: Via the customer's account - Create a new program
Go to the customer tab;
Choose the client to whom you want to assign a program;
Once in the client's file, go to the "Plan" tab;
Click on the "+" at the bottom right of the page;
Choose "Create a program";
You can then create a program that will be assigned directly to the chosen customer.
Option 3: Via the "Exercises" tab - Create a new program or choose an already existing one.
From the main menu, go to the "Exercises" tab;
You can create a program or choose an already existing program;
Create:
If you choose to create a new program, click on the "+ Create" at the top right;
First put a title (otherwise you will get an error message);
Enter the recipient's name. The program will then be assigned to him;
Continue to create the program. Click here to find out more.
Already existing program:
Choose the desired program;
We always suggest making a clone in order to work from a copy of the program. To do this, click on the three dots on the right and choose clone;
You can then make the desired modifications to the program and put the name of the desired customer as the recipient;
Click on "save + next";
Choose the sessions;
Click on "save + next" again;
Click publish.
❕ You can also add a group as a recipient. The program will therefore be sent to all customers of the group.
