How do I enroll a client in a multi-week program?
A program releases a sequence of worksheets relative to enrollment. Review the sequence before enrolling.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open Programs and inspect the Program Flow.
Choose Enroll and select clients or a group.
Set the Start Date using the displayed coach timezone.
Review the program and confirm enrollment.
How you know it worked
The client has an active program pathway with scheduled work.
If something looks different
If enrollment is blocked by client capacity, resolve the plan limit before trying again.
How do I check the next send in a program?
Open the enrollment journey to see what has happened and what comes next.