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Manager - Assigning Programs to your Members

How can I assign programs to my members?

Viktor Bullain avatar
Written by Viktor Bullain
Updated over a year ago

The Enroll - Assign page is where you can easily assign programs to members under your policy. Follow these steps to get started:

  1. Check Policy Details: At the top of the page, review your policy information, including the plan type, number of sessions, and available member slots.

  2. Locate Your Program Options: On the Assign page, you'll see a list of available programs (e.g., Talent Assessment, 12-Session Program, 6-Session Program, etc.).

  3. Assign Members to a Program: Click the green Assign Members button on the desired program card. Follow the prompts to select the members you want to assign. You can assign specific individuals based on your available slots.

Once members are assigned, their progress will update automatically on this page, showing statuses such as Assigned, In Progress, and Completed.

By assigning members to programs, you enable them to start their development journeys. If you encounter any issues, feel free to contact support for help!

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