Support Client Management
How to Import Items as Scheduled when Importing to Client from Plan View

How to Import Items as Scheduled when Importing to Client from Plan View

Posted by Support Team on November 12, 2024 — Updated on November 12, 2024

Within our Workout Software, you have the ability to import items as scheduled from the plan creator to your clients.

This guide will walk you through the process of importing items as scheduled when importing to a client from the plan view.

1. Plans

On the “Plans” tab, create or edit a plan.

Plans

2. Click on Clients Icon

Click the clients icon on the left.

Click on Clients Icon

3. Search for Client

Search for a client to add.

Search for Client

4. Import Items as Scheduled

After selecting a client, scroll down and click on the “Import items as scheduled” option.

Import Items as Scheduled

5. Add Plan to Client

Add the selected plan to the client.

Add Plan to Client

The guide covered navigating through different sections, selecting clients, and importing items as scheduled in the application.
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