Running Joint Programs With Team Members

If you have the Team Plan and want to run a program alongside your team member, here are the steps to follow.

Set Up Team Member Permissions

The team owner needs to set up a role/adjust permissions to allow their team member to view/modify each other's programs. 

To adjust/verify your team members' permissions go to My Team and under Roles & Permissions select Edit next to their role, scroll down to My Practice: Programs and ensure they have it enabled.

This allows the team member to assist in creating modules and adding clients to the program.

Add Your Team Members In The Program Group Chat

If you want your team member to participate in conversations with program participants, add them to your program group chat. 

To add a team member to your group chat, go to My Practice > My Programs, Click Manage next to your program, click the Feed tab and click the Add participants button as shown below.

Next, you will see this pop-up, select Add team members, and select your team member.

Create Group Sessions Within your program

If you plan on running group sessions for your program participants, your team member can create group sessions within the program. This will allow you to alternate group sessions if needed. 

To add sessions within your program go to My Practice > My Programs, click Manage next to the program and click the Sessions tab. By selecting Schedule Session or using the red Fast Action Button you can add group sessions to the program. After selecting Schedule Session, you will be prompted to select which practitioner will conduct the session.