Step 1: Open the Assignment You Want to Send
From your Library, find the assignment you’d like to share.
In this example, we’ll use the Smart Goal Setting assignment.
Click on the assignment to open it.
(Optional) You can add tags to help you organize or filter your assignments later.
💡 Tip: You can assign any existing assignment from your library — or create a new one if needed (see our “Creating an Assignment” article for that).
Step 2: Customize the Assignment Details
Before sending, you can personalize how the assignment appears to your client:
Set a due date — for example, October 27 (a week from today).
Add an estimated time to complete (e.g., 10 minutes).
Choose an effort level (e.g., Low Effort).
Include any relevant tags (like “Goal Setting” or “Pre-Session”).
This helps both you and your client stay organized and aligned on expectations.
Step 3: Send the Assignment to a Client
Click Send.
Select your client (e.g., John Smith) from your list.
You can also create a new client directly from this window if needed.
Write a short, personalized message — for example:
“Hi John, I have an assignment for you that builds on what we discussed in our last session. Please complete this before our next meeting.”
Click Send Assignment to deliver it.
Step 4: What Your Client Sees
Once sent, your client receives an email notification with your assignment link.
When they open it:
They’ll see your name and photo at the top, so it’s clear the assignment came from you.
The assignment will appear on the left side of their screen, ready to complete.
Once finished, they can mark it as complete directly in their view.
✅ Summary
You can assign content directly from your Library in a few clicks.
Personalize messages, due dates, and tags for better tracking.
Clients receive a branded email and can complete assignments easily online.
Completed assignments are automatically tracked and synced to their client profile.