Create a Custom Goal in the Program Library
- Kaitlyn Taylor
1) Go to your Clients Page and select any Client to access the Program Library:
2) Click on Create a Custom Program:
3) Select the Library and Domain from the drop down bars, and name your Custom Goal:
4) Choose to add default Objectives and Targets to your Goal. You can also upload documents pertaining to your Goal Plan and Materials (Step is optional):
5) Once you have entered your Program information, please read and agree to the Legal Disclaimer provided:
6) Save your Custom Goal. This program will now be within your Program Library and can be assigned to any client of your choice:
7) Tag the Goal with a Custom Domain. Option available if your if your Company has set Custom Domains up within the Company Account.
8)You can search Custom Programs by all programs or by author.
9) If you wish to add the Custom Goal you just wrote to your client, click on the ADD TO Client(S) tab and choose to add the program to the CURRENT PLAN or FUTURE PLAN.
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