A client's calendar is where all of their scheduled workouts, cardio activities, body stats, progress photos, habits, and auto-messages appear. Your client will recieve a notification on the day the events are scheduled into their calendar as a reminder to complete them. Any auto messages you schedule are sent as an instant message and will not appear in advance on the client's end.
Understanding Program Calendars
Before setting up a client's calendar, ensure that their programs and workouts are ready. Clients can be subscribed to multiple programs, and their calendar will reflect all scheduled activities from those programs.
If your client is subscribed to a Master Program, you will schedule all events from the Master Program calendar. If your client is on a custom client program, you can schedule events from the client's calendar tab.
In the example below, our client, Steph, has two subscribed programs:
- A phased program
- An on-demand program
If a client has multiple subscribed programs, you can toggle their visibility on the calendar. Selecting them (as shown below) will display them on the calendar. If you de-select one or all programs, they will disappear from view.
Both programs and events are colour-coded for easy identification. Completed events will appear as a solid colour with a checkmark, while future scheduled events will appear as outlined/hollow without a checkmark.
Adding Events to the Calendar
For a step-by-step guide on scheduling activities within a client's calendar, refer to: How To Schedule Activities into Your Client's Calendar.
1. Navigate to the client's calendar tab (or Master Program calendar) and click on the day you want to schedule an event.
2. From the pop-up window, select from one of the following event types:
- Workout- Choose a workout from the current training phase or build a new Workout of the Day (WOD).
- Cardio- Select a cardio option and set a target (optional).
- Appointment- Schedule a 1-1 in person or virtual appointment with the client.
- Body Stats- Schedule body measurement tracking.
- Photos- Set reminders for progress photos.
- Auto-messages- Schedule automated messages that will sent to clients via the in-app messenger on a specified time.
3. Use the Setup repeat option to schedule the event on the same day each week for a specified number of weeks
4. Click Add to confirm the event and add it to the calendar.
Any scheduled events will now appear on the client's calendar tab as well as 'Things To Do Today' tab within the mobile app.
Managing Calendar Visibility
You can manage calendar visibility for individual clients or all clients business-wide. This setting determines how far in advance clients can view scheduled events on their calendar. Visit Managing client calendar visibility (individual and company wide) to learn more.
