Assigning a Master Program to a Client

Master Programs allows you to build out a library of programs that are ready to be assigned to clients - saving you time in individually programming for each client. Once a Master Program has been assigned to a client, you are able to go into the clients program and tailor it to them if needed, or keep as is.

Step 1: Select ‘Master Programs’ from the menu options listed on the left of your screen.

Step 2: Select which program you would like to import to your client and click the 3 dot drop down button. Then select ‘Assign to Client’

Step 3: Select client from the drop down list to assign program too. Click Save. 

Note: You will only be able to assign a Master Program to a client who's Upcoming Program Status (on the Client page) shows 'Create Program'. Clients who's program status is in Draft or Completed will not show up in the list above.

Step 4: If you now go to the Client's tab, in the 'Upcoming Program Status' column, you will see that this client, Nathan Williams',  program is now 'completed'.

If you would like to edit the Master Program that you have just assigned to this client, click on the 3-dots next to the green 'Completed' box and go down to 'View/Edit Upcoming Program'.