Managing multiple clients can be challenging, but you can now easily assign actions to several clients at once! Whether you need to assign a Master Habit, add clients to a Group, subscribe them to a Master Program, or add clients to a challenge, the bulk assign feature in the Clients tab is a quick and easy way to manage your client's accounts from a glance!
Steps to Bulk Assign Actions from the Client List
1. Log onto your ABC Trainerize web account.
2. Navigate to the Clients tab from the left-hand menu.
3. Select Clients:
- To select specific clients, check the box next to each client's name in your list.
- To select all clients on the current page, select the check box within the client menu.
- To select all clients, including those on other pages, click the Select all items option as shown below:
4. From the three-dot icon, choose the action you want to apply to all selected clients. Actions that you can bulk assign include: adding clients to a group, adding clients to a challenge, adding a habit, subscribing clients to a Master Program, changing client meal trackers, etc.
Related Articles
- What is Habit Coaching and How to Use it with Your Clients
- How to Build Master Habits
- How to mass-assign clients to a meal tracker
- How Do I Subscribe a Client to a Program?
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