Creating and Managing 1-2-1 Programs for Clients on FITR
In FITR, the 1-2-1 program type provides a flexible way to onboard clients, manage their individual program details, and even enable multiple clients to follow the same structure. This article explains the necessary steps for creating, onboarding, and managing clients within these programs.
Overview of 1-2-1 Programs
1-2-1 programs allow you to set up personalized plans for your clients. Once set up, you can add multiple clients into a program while maintaining the ability to individually edit their programs. Each client will have access to a personalized experience while benefiting from the program's overarching structure.
Steps to Add and Onboard Clients
Adding Clients to Programs
To add clients to a program:
Create a 1-2-1 program and configure it to your specifications.
Add multiple clients to this program. Each client will individually follow the same structure but will have their program calendar for tracking progress.
Inviting Clients to Programs
Follow these detailed steps to invite a new client:
Create a new 1-2-1 program and set it to 'free.'
Send the client an invitation using their email address.
After accepting the invitation, the client will appear inside the program as a subscriber.
Note that while this creates a new subscription for your client, they will retain access to all their historical data and calendar entries.
Managing Multiple Clients in One Program
Managing multiple clients concurrently:
Multiple clients can be added to a single program to follow the same content and structure.
Each client’s account is distinct, and they access the program independently via their personalized calendar.
Additionally, after adding clients, you can individually edit each client’s version of the program. This flexibility ensures each client receives a plan tailored to their needs while adhering to the primary program's framework.
Key Insights to Remember
Program Customization: You can individually edit client programs even when multiple clients follow the same basic structure.
Client Experience: Clients maintain access to their historical program data as well as calendar entries even when they are added to new subscriptions.
For additional assistance or more specific applications of these features, visit the FITR support center.