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Plan a client's calendar and put your delivery on autopilot.
10 articlesUpdated Sep 12, 20264 sections
Client calendar
2How does a client's calendar work?Read a client's monthly calendar — what each chip means, how to filter the grid, and where to find monthly completion stats.2 minHow do I control a client's schedule settings and self-rescheduling?Set how many weeks of their schedule a client can see, allow or block self-rescheduling, and turn their Calendar tab on or off.2 min
Scheduling on the calendar
3How do I add workouts, tasks, and automations to a specific day?Use a day cell's add menu to put a workout, progress photo task, body metric task, or automation on an exact date.2 minHow do I schedule recurring events for a client?Use Schedule events to create a repeating block of workouts, photo tasks, metric tasks, or automations across up to 52 weeks.2 minHow do I reschedule, copy, or remove items on a client's calendar?Drag items to new days, change a workout's day, copy it to several days, or remove it — and see which items can't be moved.2 min
Automations
4What are automations, and when should I use one?Understand what an automation does, how it differs from an onboarding flow, and how to create one from the Automations page.3 minHow do I build an automation timeline?Add events to days in the automation editor, pick from the eight event types, manage weeks, and save your changes.2 minHow do I assign an automation to a client?Pick a start date and clients, understand the snapshot and timezone rules, and manage the scheduled events on each client's calendar.3 minHow do I track automation events and fix ones that didn't send?Read the status dots on a client's calendar, understand what each one means, and work out why an event errored or arrived silently.2 min
Onboarding flows
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