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How to create a new program for your client

Learn how to create a program for your client

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Written by Halim Yoo
Updated over 2 months ago

Program Builder Instructions:

There are two ways to create a new program for an existing client in your workspace:

  1. Navigate to "Programs" on the menu bar on the left

    1. Click "Create Program"

    2. Fill in client information:

      1. Assign the program to a client

      2. Add in the title of the program

      3. Add in the start date of the program

      4. Add in the number of days and weeks of the program

      5. Add in any additional notes regarding the program you'd like the client to see

  1. Navigate to "Clients" on the menu bar on the left

    1. Click on the client you want to create a program for

    2. In the client view, navigate to the "Programs" tab

    3. Click "Create program"

    4. Fill in client information:

      1. Assign the program to a client

      2. Add in the title of the program

      3. Add in the start date of the program

      4. Add in the number of days and weeks of the program

      5. Add in any additional notes regarding the program you'd like the client to see

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