Assigning a training plan in CoreCoach is quick and straightforward — but there are a couple of steps to complete first.
Before you begin
You must have already created a training plan to assign.
If you’re unsure how to create one, see our guide here: How to Create a Plan.
Steps to assign a training plan
Go to the Clients Tab
Find your client, then either:
Tap the three dots (⋮) next to their name and select Assign Plan, or
Open their profile and tap the Assign Plan button on the first page.
Choose a Plan
You’ll be taken to the list of available plans.
Select the plan you want to assign. (Note: Only one plan can be assigned at a time.)
Set the Start Date
You’ll be taken to your client’s calendar to choose when the plan should start.
(Note: Plans cannot be assigned to start on a past date.)
Review & Confirm
A confirmation page will display the plan details, including its cycles and start date.
If everything looks correct, press Confirm.
What happens next
The assigned plan will now appear in your client’s calendar.
Your client will also see their new plan when they log in.
