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Make sure the client has access to their program
Make sure the client has access to their program

Make sure the client has access to their programs in the app, both in their activities and in their plans

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over 3 months ago

Recipient

Make sure the program is assigned to the right customer.

To do this, go to the customer file, under the “Plans” tab.


Visibility

For customers to see their program, the program's visibility must include your customer:


Published program

Make sure your program is published. As long as it is in draft form, the program will remain invisible to customers and other professionals.


Confirmation

At the confirmation stage, make sure that the plan has been published.

You'll be notified whether it will be visible from the application, or not.

Make sure that all options (including the eye) are checked and highlighted in green.


Program visibility from the customer's calendar

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