Managing team plans efficiently ensures consistency while allowing flexibility for individual needs. Whether you’re working with a group or customizing plans for specific users, the right approach can save time and streamline updates.
⚠️ We strongly recommend creating and saving a template first before adding users to a plan.
There are two main approaches you can take:
1. Individualized Plans from a Template
Start by creating a template for the entire team.
Add individual users to the template and customize the plan name for each user.
This ensures all users follow the same structure while still allowing personalized edits for specific individuals.
Edits made to an individual’s plan will not affect other users.
If using this approach, we recommend creating a 12-week plan to save time.
2. Group Plan with Shared Updates
Create a template plan that can be reused for future seasons or later in the year.
Add all users to a single group plan at once.
This method is quick and efficient, but any updates will apply to all users in the group.
Template Plans for Teams
The power of template plans lies in their flexibility. You can create multiple templates, load them, and customize themfor specific users. Soma automatically duplicates the most recent master template, allowing you to edit freely without affecting the original.
When you edit a master template, changes will be reflected the next time you load it, ensuring you always work with the most up-to-date version.
⚠️ Important
Please note that users cannot be added directly to a master template. This restriction serves as a safety measure to prevent unintended updates. If users were connected to a master template, any changes made to that template would automatically update all associated plans, which could lead to unintended modifications.
To maintain the integrity of your plans:
Master templates are created without users. This allows the system to duplicate the master template when loaded, so you can edit freely without affecting the original design.
Editing a Master Template: To make changes to a master template, navigate to “My Plans,” find the template under the ‘inactive’ tab, and make your updates. The next time you load this template, it will include all recent changes, ensuring you always work with the latest version.
By following these best practices, you can efficiently create, edit, and manage team plans while ensuring flexibility and consistency.
🚨 Deleting Sessions – Important Warning 🚨
If you delete a session that has already been completed by a user (or multiple users), all data from that session will be permanently lost.
⚠️ This action cannot be undone. Once deleted, the data cannot be recovered.