How do I enroll Clients in a Program Session

When enrolling clients in a Program Session, you must first create the session in the Program. * Go to Resources > Programs & Activities > Programs. * Select the Edit Mode. * Navigate to the Sessions tab. * Click the '+' to add a new Session.

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  • Enter the Session Name
  • Set the Session Status to Active
  • Ensure the Service Mode is set to 'Open'
  • Set up the Availability information
    • Set the Date Range
    • Set the Time Period
    • Select the Days of the Week
  • Select the Client Mode
    • If you select 'All Enrolled', then all clients enrolled in the program will be enrolled in the program session (the clients list on the Linked Clients tab will be ignored)
    • If you select 'Manual', you have to access the Linked Clients tab and select the clients to manually add to that list
  • Be sure to save your settings and your program when completed.