Assigning a program gives a trainee their own copy of it. You can start from the program and pick trainees, or start from a trainee and pick a program. Everything on this page works the same way for training programs and nutrition plans.

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From the library: assign to one or many trainees

Use this when you have a program and want to hand it out.
1

Open the trainee picker

On the Training programs page, choose Assign on the program card. Inside the builder, choose Assign to client.
2

Find trainees

Type in Search a trainee by name…. The list shows active trainees by default. Turn on Include inactive to see the others.
3

Select

Tick every trainee who should get the program. The counter shows how many are selected.
4

Confirm

The button at the bottom reads, for example, Assign to 4 trainees. Choose it.
You see Program assigned. Each trainee gets a personal copy that is active in the app straight away, and a notification in the app. When you assign from inside the builder, Perform saves the program first, so trainees get what is on your screen.

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What each trainee row shows

  • The trainee’s name and photo.
  • Tags for the plans of this kind that are active for them now, with an end date when there is one. A trainee with none shows No active plan.
  • The date they joined.
  • Assign & personalize, described below.
On screens that know who already has the item being assigned, those trainees are ticked when the window opens and a Show assigned trainees only switch lets you see just them.

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Assign and personalize

Assign & personalize on a trainee row assigns the program to that one trainee and opens their personal copy in the builder, ready to edit. Use it when the program is close but one trainee needs changes. See Trainee plans.

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What this window does not do

  • It only adds. Unticking a trainee who already has the program and confirming does not take the program away from them. To stop a plan, use End plan on the trainee card.
  • It does not create duplicates. A trainee who already has a copy of this program does not get a second one from this window.

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From a trainee card: add a plan

Use this when you are working on one trainee.
1

Open the trainee's plans

Open the trainee from Clients and go to the Training and nutrition plans tab. Training plans are in one column and nutrition plans in the other.
2

Start

Choose Add training plan.
3

Choose a source

Pick one of the three sources described below.

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From a template

The From a template tab lists your program templates.
  • Search with Search plans….
  • Filter by folder with the chips above the list. Only folders that hold a matching template are shown. There is also a chip for templates with no folder.
  • Each template shows its number of days and exercises.
Pick a template to reach the Customize step: Choose Assign to trainee. The plan is added to the trainee’s Active plans.
Assigning from a trainee card always creates a new copy, even if the trainee already had a plan from the same template. This lets a trainee go back to a program they did before, or run the same program twice.

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Copy plan from another trainee

The Copy plan from another trainee tab lets you search for a trainee and copy one of their plans. The copy belongs to the trainee you are working on. The other trainee’s plan is not changed.

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PDF plan

The PDF plan tab uploads a PDF for this trainee only. Give it a name and, for a training plan, an optional Workouts per week. The plan is not added to your template library. See PDF and link plans.

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Copy an existing plan

When the trainee already has plans, the window also lists them under Copy an existing plan. Choosing one duplicates it for the same trainee.

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Create new plan

Create new plan at the bottom takes you to the programs library to build a new template.

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After assigning

The new plan appears under Active plans on the trainee card with the date it was assigned, the days since, and who assigned it. From there you can:
  • Choose Edit to change this trainee’s copy.
  • Use the Active in app switch to hide it from the app for now.
  • Choose End plan to move it to the plan history.
All of this is covered in Trainee plans.

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Plans that wait to be sent

A plan you assign while reviewing a trainee’s intake form is not shown to the trainee right away. On the trainee card it carries the tag Waiting to be sent, with two actions:
  • Send now releases it to the app with a notification.
  • Schedule sets a time for it to be released.
Plans assigned any other way reach the trainee at once.