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How to create a program from a template?

Written by Mert Hurturk
Updated over 2 years ago

If you need more than one program in your organization, you can save time by creating a template that you can easily reuse over and over again.

In this article, we'll show you how to quickly create a program from a template.

1. To start off, in the Client view, click the “Admin” button in the upper-right part of the page.

2. You will then reach this page and select “Create Program”

3. Now, you will be see a popup on your screen where you can select features in your program. However, if you were to create a program from a template you should select the blue hyperlink “Do more with program Templates”

4. Now you will see a list of all available program templates. We already created some templates for you, but you will also see all your program templates in there as well (if you created any). Once you pick a template, name the program and click the blue “Create the Program” button to proceed.

5. Your program is now created and you can add any additional tweaks and edits in the Program Editor.

If you need any further support, please contact us at [email protected] or inside the platform by clicking on the chat messaging bubble in the lower right corner.

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