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.

Screenshot-2024-03-23-at-05.15.11.png

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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