How do I add a Client to a program

This article will provide the steps necessary to add a client to a program.

The following are some quick instructions on how to add a client to a program.

To add an account to a program, as long as the person has the privileges...

• Access Clients via People section in the Engagement Menu:

• Search for the client by name via one of the filters…

• Click on their Account ID.
• Once the Account opens, click Edit.

• Expand the Programs section…

• Click on the ‘+’ to add a program:

• Select the Program from the drop-down list…and then click Select.

• Click the Edit grid to change the Status to 'Enrolled'.
• Click Save to save your changes.

• The program will now be applied in the Account - Be sure to click SAVE to save your entries.