When you are getting a client started on a 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 is 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:

  1. Select the client(s) you want to assign to the program

  2. Go to the Bulk Actions dropdown

  3. Select 'Assign to New Program'

  4. 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.

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