There are several ways to assign a program to a client. Here are some places where it is possible to do so.
All the details can be found further down the page.
Option 1: Create a new program or clone one via the client's account
Click the “Contacts” tab.
Click on the client to whom you want to assign a plan.
Once in the client's file, click on the “Plans” tab.
Click on “Create a program”.
To create a new program, click on “Create a new program”.
To create a copy of an existing program, click on “Clone” or “Clone + Edit”.
Option 2: Create a new program or choose an already existing one from the “exercises” tab
Click on the “Exercises” tab.
To create a new program:
Click on “+ Create a program” to create a new program for a client.
Click on “+ Create a model” to create a generic program, without a client.
To clone an existing program:
Click on “Actions”, then on “Clone + Assign program to client/group” to create a copy of the program.
Continue to create the program. Click here to find out more.
Publish the program.
💡 Template programs and drafts are not visible to customers.
They must be assigned to the client and have been published in order to be so. |
Further information
You can also add a group as a recipient. The program will therefore be sent to all clients in this group. To learn more about creating a group, click here.
To remove a client's program, you can archive it. Click here to find out more.
To make sure your client has access to their program, click here.