How to assign a program to clients?
Program
Client
In the client's dashboard:
- Go to the client's feature page and click on the desired client to access their detail page.
- Navigate to the dashboard tab.
- Locate and click the "Assign" button at the top right corner of the dashboard.
This will open the "Assign Program" window, where you can:
- Select the program you want to assign.
- Choose the assignment start date.
- Once you have filled in the required information, click the "Assign" button.
The program will then be assigned to the client and displayed in their dashboard.
❗ A client can only be assigned one program at a time. If you assign a new program to a client who is already in one, the new program will replace the old one, and any progress or compliance from the old program will be lost.
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