Support Client Management
How to Import Items as Scheduled when Importing to Client from Plan View

How to Import Items as Scheduled when Importing to Client from Plan View

Posted by Support Team on November 12, 2024 — Updated on August 25, 2025

Within our Workout Software, you have the ability to import items as scheduled from the plan creator to your clients.

1. Plans

Access the Plans section.

Click Plans tab.

2. Select Plan

Select a plan.

Select Plan.

3. Clients

Click on the clients icon.

Clients.

4. Search for Client

Search for a client.

Search for Client.

5. Select Client

Select the client from the list.

6. Import Items as Scheduled

Choose to import items as scheduled.

Import Items as Scheduled.

7. Add Plan

Assign the plan to the selected client.

Add Plan.

This guide covered how to import items as Scheduled from the Plan View to a client calendar.

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