Why Assign Workout Plan, Service & Trainer?

The Three Essential Assignments:

Build Stability's client management system is built around three core assignments:

1. Workout Plan Assignment (Why It Matters):

• Client Progress Tracking - Program Templates enable Build Score calculation and adherence metrics • Workout Structure - Clients see their weekly workout schedule in their portal • Progress Hub Access - Clients can view and complete workouts from their assigned workout plan • Engagement Dashboard - Trainer dashboard shows workout plan adherence and completion rates • Without a Workout Plan - Clients can't access workouts, no progress tracking, no engagement metrics

2. Service/Subscription Assignment (Why It Matters):

• Stripe Integration - Services enable Stripe setup and recurring membership management • Credit System - Clients receive credits (Credits) to book 1-on-1 sessions and group classes. Credits are configured via "Sessions per Week/Month (Credits)" for memberships, "Number of Sessions (Credits)" for packs, and "Number of Bookings (Credits)" for passes. • Booking Access - Clients cannot book appointments without an active service • Membership Management - Services are how you manage client memberships (memberships, packs, passes) • Without a Service - Clients can't book sessions, no Stripe integration, no tracking

3. Trainer Assignment (Why It Matters):

• Calendar Filtering - Trainers see only their assigned clients in calendar views • Client Management - Clear ownership and responsibility for each client • Communication - Clients know who their primary trainer is • Workflow Efficiency - Trainers can filter and focus on their client roster • Without a Trainer - Clients appear in "all trainers" view, unclear ownership, harder to manage

The Complete Client Setup:

A fully assigned client has: ✅ Plan - Training program with workouts and progress tracking ✅ Service - Active membership/pack/pass with payment and credits ✅ Trainer - Assigned trainer for clear ownership and calendar management

Visual Grouping System:

• Setup incomplete (amber section) - Shows clients missing one or more assignments (trainer, service, or plan) - Amber header with count badge - Helper text: "Assign Plan, Service, and Trainer to move to Assigned" - Quick action buttons for each missing assignment • Fully assigned (emerald section) - Shows clients with trainer, active/pending service, and plan - Emerald header with count badge - Smooth slide-in animation when clients move from setup incomplete → fully assigned - Visual highlight (emerald ring + background) for 2 seconds after assignment

Assigning a Workout Plan:

The Assign Plan modal lets you either pick an existing template or create a new plan with AI — all in one step. Click "Create with AI" to open the AI wizard inline, select a goal (Build Muscle, HYROX, Sprint, etc.), configure the plan, and assign it directly without leaving the modal. You can also click "Review & Edit Plan" to customise it in the Program Builder before assigning.

Client Plans vs Templates:

Plans created through the assign flow are saved as "Client Plans" and kept separate from your Library templates. This keeps your Library clean while preserving every plan for reference. You can promote a client plan to a reusable template from the Library page.

Workflow Best Practices:

1. New Client Onboarding - Assign all three during invitation or immediately after 2. Priority Order - Service first (enables payment), then Plan (enables workouts), then Trainer (enables organization) 3. Quick Actions - Use the Assign buttons in the setup incomplete section for fast setup 4. Visual Feedback - Watch clients smoothly move to the Fully assigned section when complete 5. Regular Review - Check the setup incomplete section weekly; open Filters and set Payments & access window to follow up on Stripe billing problems or ended access windows

Benefits of Complete Assignment:

• ✅ Fully Functional Clients - Clients can book, pay, and access workouts • ✅ Membership Management - Services enable Stripe integration • ✅ Progress Tracking - Plans enable Build Scores and engagement metrics • ✅ Clear Organization - Trainer assignment enables efficient calendar management • ✅ Professional Experience - Clients have complete access to all features • ✅ Reduced Support - Fewer "why can't I book?" or "where's my workout?" questions

Common Scenarios:

• Client invited but setup incomplete - Appears in the amber section until trainer, service, and plan are set • Service expired - Pass/window ended: client may appear in setup incomplete until you renew or assign a new service • Plan Completed - Client may need new plan assignment to continue progress tracking • Trainer Changed - Update trainer assignment to reflect new ownership

Troubleshooting:

• "Client can't book sessions" - Check if service is assigned and active • "Client can't see workouts" - Check if plan is assigned and active • "Client appears in all trainers' calendars" - Assign a specific trainer • "Client stuck in setup incomplete" - Verify trainer, service, and plan are all set