Programs and templates

Cliquer pour agrandir

Admin menu → Programs (edit.php?post_type=joolwebsp_program)

Two tabs:

• Customer bundles — active / past client bundles
• Models — reusable templates

Actions from the hub:

• Create a template
• Apply a template to a client
• Open the New bundle wizard

Cliquer pour agrandir

1. 1

   Programs → Models → Add New (or equivalent hub)

2. 2

   Enter:

   • Title (e.g. "12-session coaching")
   • Planned number of sessions
   • Total bundle price
   • Location, video link, default documents (inherited by generated sessions)
3. 3

   Save — the template is available to all coaches (site scope)

From the client profile

1. 1

   Programs tab → New bundle

2. 2

   3-step wizard:

1. 1

   Validation → bundle creation + session generation

From the Programs hub

Choose the client first, then launch the wizard (same flow).

Dedicated page: admin.php?page=joolwebsp-forfait&forfait_id={ID}

• Progress X / N sessions
• Status: active, paused, completed
• List of linked sessions
• Batch send of confirmation emails (dedicated button — no auto-send on creation)

• Saving the bundle does not send emails automatically
• Use Send confirmations to notify the client once scheduling is finalized
• Each session then has its own email log

See Emails and notifications.

• The bundle total price can be spread across generated sessions
• Each session inherits location, link, and documents defined at bundle/template level
• Sessions remain individually editable after generation

1. 1

   Create templates for your recurring offers

2. 2

   Finalize scheduling before sending batch confirmations

3. 3

   Check the site timezone before generating time slots

• Client profile (admin)
• Plan and manage sessions
• Quick start