How do I assign a program to a client?

There are three possible procedures to assign a program to a client

Option 1: Create a new program from the selection of clients

1. Go to the customer tab;
2. Hover over the desired customer;
3. Click on "+ Add" which is under program;
4. Click on "+ Create a new program";
5. 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

1. Go to the customer tab;
2. Choose the client to whom you want to assign a program;
3. Once in the client's file, go to the "Plan" tab;
4. Click on the "+" at the bottom right of the page;
5. Choose "Create a program";
6. 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.

1. From the main menu, go to the "Exercises" tab;
2. You can create a program or choose an already existing program;

Create:

1. If you choose to create a new program, click on the "+ Create" at the top right;
2. First put a title (otherwise you will get an error message);
3. Enter the recipient's name. The program will then be assigned to him;
4. Continue to create the program. Click here to find out more.

Already existing program:

1. Choose the desired program;
2. 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;
3. You can then make the desired modifications to the program and put the name of the desired customer as the recipient;
4. Click on "save + next";
5. Choose the sessions;
6. Click on "save + next" again;
7. Click publish.

❕ You can also add a group as a recipient. The program will therefore be sent to all customers of the group.