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.

• 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.