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How To: Add Clients to an Existing Schedule

Add clients to a template's schedule from the schedule itself or with the Client Wizard, and choose whether they start in the current or next period.

Written by Sunniva Andersen

Adding a client to a schedule means that template's recurring tasks get created for that client too. There are two ways to do it:

  • From the schedule: add clients to one schedule at a time.

  • With the Client Wizard: add one or more clients to several schedules at once.

Add clients from the schedule

  1. Go to Automation > Templates and click the template.

  2. Click the calendar icon (View Schedules) at the top left of the template.

  3. Click the pencil icon (Edit Schedule) next to the schedule.

  4. In the client list, tick the clients you want to add. Use Search for Client to find them, or Select All to add every client.

  5. Click Save at the top right.

⚠️ The client list is locked while the schedule is Inactive
Switch the toggle at the top of the schedule to Active to change its clients.

When you click Save, the schedule is saved as Active.

💡 Some clients are greyed out?
If the schedule is assigned to a team member, you can only add clients that person has access to. Give them access to the client first, or change who the schedule is assigned to.

Choose when the new clients start

If the schedule has already created tasks for the current period, XBert asks whether the new clients should be added to that period or start from the next one.

Button

What happens

Existing [date]

Creates tasks for the new clients in the current period, as well as all future periods

Next [date]

The new clients start from the next period. No tasks are created for the current period

Cancel

Nothing is saved

Add clients with the Client Wizard

The Client Wizard lets you add clients to several schedules at once. You need to be an admin to use it.

  1. Go to Clients > Insights.

  2. Filter the list to the clients you want to set up. The wizard opens with every client showing in the list.

  3. Click Actions at the top right, then Client Wizard.

  4. Click NEXT to go to the Add to Schedules step.

  5. Tick the schedules for each client. Each column is a schedule, and Select All at the top of a column adds every client to that schedule.

  6. Click NEXT, then FINISH.

⚠️ The Client Wizard only shows active schedules, and starts clients from the next period
Clients you add with the wizard start from each schedule's next period. To add them to the current period, add them directly from the schedule instead.

👉 Read more here: How To: Remove Clients from an Existing Schedule

Need help?

If you have any questions, our support team is here to help!

Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io

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