Assigning a template turns it into a live plan on the client's Care tab, where she can fill it out section by section.
Prerequisites
- The template must be Published (not a draft).
- The client must be Connected — managed clients don't have a mobile app to fill anything out in.
Where to assign
Client detail → Plans tab → Assign template. Pick which template to assign and confirm.
What the client sees
On her mobile app's Care tab, the plan appears as a series of sections with progress bars. She can:
- Tap a section to answer its questions.
- Save her progress as she goes.
- Come back and edit answers anytime.
- See her partner's answers alongside hers in the alignment view (if partner opted in).
She gets a push notification when you assign a new plan.
Tracking completion
On the client's Plans tab in your dashboard, you'll see each assigned plan with a progress indicator (e.g., "6 of 12 sections complete"). Click a plan to drill into her answers section by section.
Alignment check
If a template has alignment check enabled on specific questions, you'll get a notification when the client or her partner answers those — useful for questions where disagreement between partners is worth a conversation. The question still gets answered normally; the alignment flag just highlights it in your view.
Unassigning
You can unassign a plan from the client's Plans tab. Her existing answers are preserved on her side but she no longer sees active progress tracking.