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You might want to assign an entire template folder (with multiple plans) for a few reasons:

  1. You sell prepackaged programs (like an 8-week workout program).
  2. You have multiple similar clients starting at once and want to start them all with the same template to individualize later.
  3. You have a habit or nutrition program with multiple steps to drop into a client’s account at once.

In all cases, the process is the same.

From the program templates section of your dashboard, find the template folder you want to assign.

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Click the three dots to the right of the title and select ‘assign to client.’

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Select the clients you want to assign this program to and click 'Assign to client(s)'.

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You'll now see all plans in the folder assigned to your client and are free to navigate to any individual client's dashboard and rearrange or edit the plan however you desire.

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