Yes you can! If you are taking some time off and want to give your client multiple plans to complete while you are away, just follow these steps:
Step 1. Click on the plans tab.
Step 2. Click on the client you want to send multiple plans, then click on the 👁 icon to view and edit plans.
Step 3. Click on edit plans.
Step 4. Click on the + sign to add multiple plans.
Step 5. Add your plan name and target duration.
Step 6. To review each plan, click the up arrow. To save and push plans to the client, click on update plans.
That's it you have now created and pushed multiple plans. 😊
If you want to watch me demo the multi plan push, then click below.
Can I push more than one plan?
Julie Naismith
Updated 2 years ago
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