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Create a program from the selection of clients
Create a program from the selection of clients

Here is the description in order to create a program from the clients tab.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

New program

  1. Go to the "contacts" tab.

  2. Hover over the desired client.

  3. Click on "+ Add" under program.

  4. Click on "+ Create a new program".

  5. Enter the information. To go to the design step, 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 client.


Further information

To learn more about creating programs, click here.

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