How do I assign a resource to a client?
Posted by
Support Team
on
September 10, 2020
— Updated on
September 10, 2020
To assign a resource to a client within your fitness business management software platform, follow the step-by-step instructions below.
This guide will walk you through the process of assigning resources to clients and the option to notify them.
1. Go to Resources
On the “Clients” tab hover over the gear icon next to the client and select “Resources” from the fly out menu.
2. Select a Resource
Select a resource from the drop-down.
3. Notification Option
If you want to notify the client, enable the checkbox.
4. Send Resource
Enabling “Notify Client” will display a text field box for custom messages.
5. Click Send Resource
Send the resource to the client.
This guide covered the steps to assign a resource to a client and the option to notify them.
