Template Reminders on New Plan Creator

Here’s how to add template reminders to your plan, starting from the “Plans” tab of your Dashboard. When copying the plan into client calendars the message/assessment reminders will be copied with the plan and be scheduled according to the same logic as the workouts. Step-by-step instructions are below:

1. Click “Plans”

Access the plans section.

2. Click here

Navigate to the desired location.

3. Click “Edit Plan”

Modify the selected plan.

4. Click “Message”

Access the messaging feature.

5. Create a new message.

Create a new message.

6. Click “Add to Calendar”

To include this message in your plans calendar, simply click “Add to Calendar.”

The guide covers accessing plans, editing plans, sending messages, adding new messages, and handling calendar prompts in the New Plan Creator application for Employee Training.