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How do you create a training plan in Coachably?

TL;DR: Open the client, go to the Plans tab, tap Create Plan, and work through three steps. Finish with Create & publish to go live, or Save as Draft to come back later.

How do you create a training plan?

Follow these steps to build a plan for your client.

  1. Go to Clients and open the client.
  2. Open the Plans tab and tap Create Plan.
  3. Choose how to start:
    • Create from Scratch — start with a blank plan.
    • Use Template — pick an existing plan template (see below).
  1. On the Basic Info step, enter the Plan Name (required) and an optional Description.
  2. On the Configuration step, set the Duration Type (Weeks or Training Count) and the Training Type (Coach-Assisted or Client Solo).
  3. Optional: turn on Repeat on set days to have Coachably book the sessions for you. Pick the days, Set training times, and choose a workout for each day under Workouts — a new one, from a template, or a copy. Days without a workout get empty sessions you can fill in later.
  4. Optional: to bill for the plan, turn on Add payment for this plan and enter the amount.
  1. On the Review step, check the Client and set the Start Date.
  2. Tap Create & publish to make the plan visible to the client right away, or Save as Draft to finish it later.

If you turn on Save as Template on the Review step, Coachably also saves a copy as a plan template for future reuse.

How do you create a plan from a template?

  1. On the client’s Plans tab, tap Create Plan and choose Use Template.
  2. Pick the plan template.
  3. Set the Start Date. Coachably shows a preview of the sessions the template books, which are with you, and which workouts stay to schedule. If the start is mid-week, you can start on Monday instead.
  4. Create the plan. It is saved as a draft — open it and tap Publish when it’s ready for the client.

How does Repeat on set days work?

With Repeat on set days on, the plan books sessions on the chosen weekdays and times, 3 months ahead. To book more, open the plan and load the next 3 months. Without a repeat pattern, the plan’s workouts wait in “to schedule” — book each one yourself from the plan with Book session, whenever it suits the client.

A plan never books beyond its end: the series stops at the plan’s last day or after its number of trainings.

FAQ

What’s the difference between a plan with set days and one without? With Repeat on set days, Coachably books the sessions on fixed weekdays and times for you. Without it, there’s no fixed schedule — you book each training from the plan yourself.

Can I create a plan from an existing template? Yes. Choose Use Template, pick a plan template, and set the start date. The plan is created as a draft so you can review it before you publish.

What’s the difference between “Save as Draft” and “Create & publish”? Save as Draft stores the plan so you can finish it later — the client can’t see it or its sessions yet. Create & publish makes the plan live for the client right away.

Can I attach a payment to a training plan? Yes. On the Configuration step, turn on Add payment for this plan and enter the amount before you save. Sessions in the plan don’t take their own price.

See also