Assign Class to Plan

 

In Plan section

  • On the Home page, under Quick Actions, click on the Plan menu.
  •  Hover over the ‘⋮’ overflow icon and click on Assign Class.
  •  Select one or more classes to assign to the plan that your clients will enroll in.
  • To create and assign a new class, click the Add Class button.
  • Click on SAVE

At the time of Adding Class

  1. You can assign class to a plan while adding a plan. Click here for details.

Updated on October 11, 2024

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