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9. Templates and programs

When you train several clients, it makes no sense to program every workout from scratch. Session templates and programs let you build something once and use it with everyone.

Save a session as a template

  1. In a client's plan, open the day's ⋮ menu and choose Save session as template.
  2. Give it a Template name and click Save template.

To use it on another day: the day's ⋮ menu → Load templates → switch the type to Sessions → pick the template → Use template.

Build a multi-week program

  1. Go to Library → Programs and click Create. Type the name and click Create.
  2. Open it. You edit it just like a client's plan, but with numbered days (Day 1, Day 2…) instead of dates.
  3. For rest days, open the day's ⋮ menu and click Add rest.

Assign it

  • To one client: in their plan, go to the day you want it to start and open ⋮ → Load templates. With the type set to Programs, choose the program under Select a program, the day under Start from program day, and click Assign.
  • To several clients at once: in Customers, check their boxes, open Bulk Actions → Assign program, choose the Start Date and the program, and click Assign program to N customers.

The program is copied into each client's plan: you can tailor it to each one without touching the original or anyone else's. And if you edit the program later, plans that are already assigned don't change.

FAQ

Does assigning a program erase what the client already had? No. The program's blocks are added to whatever was already on those dates.

Can I start a program partway through? Yes: under Start from program day, pick the day it starts from.

Can I copy days from a program into a client's plan? Yes. The clipboard is shared: copy in one and paste in the other.

Next lesson

10. Your plan and subscription →

More detail in How to reuse sessions and blocks with templates and How to create and assign programs?.

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