How to create and assign a plan

Creating a training plan in CoreCoach is quick and straightforward — but there’s one step you need to complete first.

Video walk through of how to create and assign a plan

Before you begin

• You must have at least one Cycle created, as your plan will be built using these cycles.

• If you’re unsure how to create a cycle, see our guide: How to Create a Cycle.

Steps to create a training plan

1. Go to the Training Tab

   • Open the Plans page.

   • This is where all your training plans are stored.

2. Start a New Plan

   • Tap New Plan.

   • Here, you can:

     • Name your plan

     • Add a description

     • Upload a photo

3. Add Cycles

   • Tap Add Cycle to view your existing cycles.

   • Select the cycle(s) you want to include in the plan.

   • (Note: You can add more than one cycle to a plan.)

4. Save Your Plan

   • Once your plan details and cycles are added, tap Save.

   • Your new plan will appear in the Plans list, ready to assign to a client.

Managing Plans

• From the Plans page, tap the three dots (⋮) next to any plan to:

  • Edit

  • Duplicate

  • Delete

How to Assign a Plan in CoreCoach

1. Navigate to the Clients page.

2. Select the client you want to assign a plan to.

3. Open the client’s Training Calendar.

4. Click Assign Plan.

5. Select the plan you’d like to assign.

6. Choose the start date on the training calendar.

7. Confirm and save.

Once saved, the plan will appear in the client’s training calendar.