Once you've created workout plans, assign them to clients so they can access their training program in the mobile app.
How to Assign a Plan
There are two ways to assign workout plans to clients:
Method 1: From Client Profile
- Navigate to Clients
- Click on the client's name
- Go to the Program tab
- Click "Assign New Plan"
- Select a plan from your library
- Set start date and confirm
Method 2: From Plans Page
- Go to Plans in the sidebar
- Find the plan you want to assign
- Click the 3-dot menu
- Select "Assign to Client"
- Choose the client from the list
- Set start date and confirm
Tip
Method 1 is best when working with a specific client. Method 2 is faster for assigning the same plan to multiple clients.
Setting Start Dates
When assigning a plan, you can choose:
- Start Today - Plan becomes active immediately
- Start on Monday - Wait until the next Monday
- Custom Date - Pick a specific future date
Info
Starting on Monday helps keep training weeks aligned with calendar weeks, making progress tracking easier.
Active Plans
Once assigned, the plan appears in the client's mobile app. They can:
- View all workouts for the week
- Start workouts and log sets
- Mark exercises complete
- Add notes about each workout
- See their workout history
Viewing Plan Progress
In the client's Program tab, you can see:
- Current Week - Which week they're in
- Workouts Completed - How many sessions finished
- Completion Rate - Percentage of workouts done
- Last Workout Date - When they last trained
- Workout Notes - Client feedback on sessions
Tip
Check completion rates weekly. Low rates may indicate the plan is too difficult, time-consuming, or client motivation issues.
Editing Active Plans
You can modify a client's active plan:
What You Can Edit
- Add or remove exercises
- Adjust sets, reps, and weight
- Change rest periods
- Update exercise notes
- Reorder exercises
How to Edit
- Go to the client's Program tab
- Click "Edit Plan" on the active plan
- Make your changes
- Click "Save Changes"
- Changes sync to the mobile app immediately
Warning
Edited plans create a custom version for that client. The original plan in your library remains unchanged.
Plan History
View all plans a client has completed or is currently on:
- Current Plan - Active program
- Past Plans - Previous programs with completion data
- Scheduled Plans - Plans set to start in the future
Plan history helps you track what's worked in the past and plan future programming.
Replacing Plans
To switch a client to a different plan:
- Go to their Program tab
- Click "Assign New Plan"
- Select the new plan
- Choose "Replace Current Plan" or "Start After Current"
- Confirm the change
Info
"Replace Current Plan" immediately ends the old plan. "Start After Current" queues the new plan to begin when the current one finishes.
Cloning Plans for Clients
Create a personalized copy of a plan:
- Assign the base plan to the client
- Click "Clone & Customize"
- Make client-specific modifications
- Save as a custom plan for that client
This is useful when a template needs small adjustments (e.g., equipment substitutions, reduced volume).
Plan Marketplace
If you've enabled the Store feature, you can:
- Sell plans directly to non-clients
- Offer free plans for lead generation
- Create pricing tiers (one-time or recurring)
- Track plan purchases and revenue
Plans sold in the marketplace are automatically assigned when purchased.
Info
The Store/Marketplace feature may be locked based on your tier. Contact support to enable it.
Best Practices
When Assigning Plans
- Review the client's goals and experience level first
- Confirm equipment availability before assigning
- Set realistic start dates (allow prep time)
- Communicate the plan details to the client
- Explain how to use the mobile app if they're new
During the Plan
- Check in weekly on progress and completion
- Adjust intensity based on feedback
- Make substitutions if equipment unavailable
- Encourage clients to leave workout notes
- Be ready to modify if injuries occur
Plan Progression
- Don't switch plans too frequently (4-8 weeks minimum)
- Progress logically (beginner → intermediate → advanced)
- Include deload weeks between intense blocks
- Periodize training (strength → hypertrophy → conditioning)
- Track what works for future program design
Troubleshooting
Client can't see their plan?
- Verify they've paired their mobile app account
- Check that the plan start date has passed
- Ensure they're logged into the app
- Ask them to refresh/restart the app
Plan not showing in Program tab?
- Confirm the assignment was saved (check for confirmation)
- Refresh the page
- Try assigning again if it didn't go through
Changes not syncing?
- Client needs to open the app while connected to internet
- Wait a few minutes for sync to complete
- Ask client to manually refresh by pulling down
What's Next?
Expand your coaching toolkit:
- Creating Workout Plans - Build more programs
- Track Client Progress - Monitor training results
- Meal Plan Templates - Add nutrition support
- Selling Plans - Monetize your programs