When you are getting a client started in Coach Catalyst, you have many different places you can add a client to a program. As long as you have a program loaded inside the program library, you will be able to assign a client.
The first time and place you are able to assign a client to a program are when you add a client to the software.
A client (or multiple clients) can be added to a program on the client's tab via the bulk actions:
Select the client(s) you want to assign to the program
Go to the Bulk Actions dropdown
Select 'Assign to New Program'
Select the Start Date & Program
Then there are two places you can add a client to a new program within the client's account. The first place is the drop-down on any page of the client's account.
A client can also be added to a program on the client's journey. Select the day you want to start the client's program, then hit the '+' sign in the bottom right of the date then you can select 'Program' then select the program to assign.
