The good thing about building sessions right from your client's calendar is that your session can be viewed by your client instantly. But imagine that you have to assign the exact same workout to 30 people at once. You'd have to go to each calendar and build the exact same workout from scratch, which can be very time consuming, right?
That's exactly why we created the Templates feature: a template works exactly like your client's calendar, except that it doesn't belong to anybody. Once you've added your sessions in it, you'll be able to assign it to as many people as you want! You can choose to assign a template when you add a new client or straight from the template section.
Build your template
To build your template:
Go to the template section by clicking on the third icon on the left of your account then click on the big '+'. Your template will open on the right
2. Give it a name. That name will appear on your clients calendar, so keep it short! i.e Bootcamp
3. Click on the "+" on the day of the week you want that session to start (you'll be able to choose the start date later)
4. Build your session from scratch or using one of your favorites
5. Click on 'Save'. You'll be taken back to the template's calendar
N.B: You can add as much workout sessions as you want, as well as activities and meal plans.
N.B: You can make the template as long as you want, 1 week, or 52 weeks!
6. Once you've finished building your template, don't forget to click on 'Save' on the top right icon to save your template!
Assign your template
Note: You can choose to assign a template when you add a new client. The below instructions show you how to assign a template to one of your existing clients.
Click on 'Manage Assignments' to open the Assignments manager
2. Click on the '+' to select which client you want to assign that template to. The selected clients will appear in blue.
Note: if you want to assign the template to a specific group, select one of your sub-groups from the drop down list above the client list. You'll be able to see the list of clients belonging to that group and assign the template to some or all of its members.
3. Before your hit 'Confirm', choose the date you want that template to start. i.e On the example above, it's set to start on sept 22nd.
4. Click on 'Confirm'.
5. Go to one of the clients you assign that template to, i.e Richard Branson. You can now see the template on his calendar!
N.B: Since I set the start day to be Thursday, my first session will appear on Thursday 28th.
Manage your clients templates
There are 2 ways you can manage your clients templates:
From your client's profile: click on 'Manage template assignments' at the top of your client's profile, in the calendar section. You'll be able to see all the templates you've assigned to that person on the right, and assign a new template from there or delete an existing one.
2. From one specific template session on your client's calendar: click on one session to open it. You can then customize it to make it perfect for that specific client!