Best Practices Save Time. Copy a Training Plan to Multiple Clients

I learned new ways to go about copying a training plan to multiple clients, and I need to share it with my fellow Trainers!

Here’s a scenario:

You’ve added a large number of online clients at once (perhaps you’re doing a fitness challenge, or have a significant number of gym members sign up at once) and you want to go into Trainerize and send workouts to all of these clients.

But Wait.

You can’t simply copy workouts to all your new clients without having to go into each of their accounts and create a new Training Plan, since you cannot copy any workouts to a client account if they don’t have a current Training Plan set up. This is an obvious and useful feature because clients should have a Training Plan. However, having to do this for a large number of clients at once can be very time consuming.

And then I Learned this Amazing Trick!

Here’s the magic tip that will save you time when setting up a large number of new clients with Training Plans at once.

Follow these steps:

  1. Create a basic training plan in one of your client’s accounts (or in a fake client’s account.)  This would be the training plan that can be copied to other clients, as you see fit.
  2. Next step, go into said client’s training plan account, click on the ‘training plans’ tab, then click copy ‘from’ for the plan you want to copy, and select all the clients who will receive the plan.
  3. All of these clients now have a training plan, so you can easily create and copy workouts to their account without having to go in and set up training plans one client at a time.

copy-training-plans

NOTE: Make sure the dummy training plan you are creating to copy doesn’t already have workouts in it if you don’t want all of your clients to have the same workouts. You will be creating workouts as usual in the workout templates builder and copying to this training plan. Otherwise, you will have to go into each client and delete the workouts that aren’t appropriate for them.

I hope this helps save you a little bit of time when adding multiple new clients to your Trainerize system at once.

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