Associating goals with programs

A goal can be relevant to more than one of a client's programs. You can associate one goal with multiple programs.

Procedure

  1. Sign in to your account.
    Your home page opens.
  2. To see your clients, from the Side Navigation Menu, select Clients > My Clients, or search for other clients.
  3. Click a client name.
    Their Summary View opens.
  4. Click Plan > Plan.
  5. Select a goal and click Add Programs from the Action Menu.
  6. Select the programs that you want to associate and click Save. The goal is now associated with the other programs.