How do I schedule assessments from a sequence on specific days?

Here’s how to schedule assessments from a sequence on specific days, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:

 

Step-by-Step Guide:

Step 1: Click on the calendar icon next to the client.

 

Step 2: Click on “Import Plan or Sequence” and select “Import Assessment Sequence” from the drop-down list.

 

Step 3: Select an assessment sequence from the drop-down list.

 

Step 4: Select a start date.

 

Step 5: Choose the days for the assessments to be scheduled.

 

Step 6: Further customize the dates for the assessments.

 

Step 7: Choose the time, delivery method and how many times to repeat the sequence.

Click on the “Schedule” button to save the assessment schedule.

 

Step 8: View the assessments on the client calendar.

 

Now you can schedule assessments from a sequence on specific days!

Updated on October 30, 2020

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