How do I schedule assessments from a sequence on specific days?

Here’s how to schedule assessments from a sequence on specific days, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:

Step-by-Step Guide:

Step 1: Click on the calendar icon next to the client.

Step 2: Click on “Import Plan or Sequence” and select “Import Assessment Sequence” from the drop-down list.

Step 3: Select an assessment sequence from the drop-down list.

Step 4: Select a start date.

Step 5: Choose the days for the assessments to be scheduled.

Step 6: Further customize the dates for the assessments.

Step 7: Choose the time, delivery method and how many times to repeat the sequence.

Click on the “Schedule” button to save the assessment schedule.

Step 8: View the assessments on the client calendar.

Now you can schedule assessments from a sequence on specific days!