Efficient team plan management helps ensure consistency while giving you the flexibility to meet individual needs. Whether you’re working with a large group or tailoring training for specific users, choosing the right setup can save time and simplify updates.
You can manage team plans in one of two ways:
1. Individualized Plans from a Template
Start by creating a template plan for the entire team.
Then, add users individually to that template and customize the plan name for each person.
All users follow the same core structure.
You can still make personalized edits for specific users.
Changes made to one user’s plan will not affect others.
Ideal for teams needing flexibility within a shared framework.
We recommend creating a 12-week plan to reduce repetitive setup.
2. Group Plan with Shared Updates
Create a shared group plan that can be reused across seasons or later in the year.
Then, add all users at once to the same group plan.
Quick and efficient for large groups.
Any changes to the plan will apply to all users.
Ideal for when consistency across the team is the priority.
Template Plans for Teams
Template plans offer a powerful and flexible way to manage team programming. You can create multiple templates, load them as needed, and customize them for specific users. When a template is loaded, Soma automatically duplicates the most recent version—so you can edit freely without affecting the original.
How Master Templates Work
Master templates do not include users.
This design allows Soma to safely duplicate the template each time it’s loaded, giving you full flexibility to customize it for individual needs.
Editing a master template does not impact previously created plans.
Updates will only appear the next time the template is loaded.
To edit a master template, go to “My Plans”, locate it under the Inactive tab, and make your changes.
All future plans loaded from this template will reflect the latest updates.
⚠️ Important: Users Cannot Be Added to Master Templates
This is a built-in safety feature. If users were added directly to a master template, any edits to that template would automatically update all linked plans—potentially leading to widespread, unintended changes.
To maintain control and consistency:
Create master templates without users.
Load and assign the duplicated plan to individuals or groups as needed.
🚨 Deleting Sessions — Data Loss 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 a session is deleted, all associated data is unrecoverable.
Following these best practices ensures you can manage and scale team plans with both consistency and flexibility, while protecting critical session data.