Sync a plan to your clients
Push the plan's latest version to the clients it's assigned to — all of them, or one at a time.
Sync a plan to your clients
A plan and the routines built from it drift apart: assigning it creates an independent copy per client, so editing the plan afterwards changes nothing for them. Syncing is how you close that gap. Open the plan from Plans and, in the Assigned clients card of its Overview tab, the Sync plan button pushes the current version to everyone it's assigned to.
You can also go one client at a time: hover a client's avatar in that card and the same button appears, and inside View all, clicking a client's row syncs just that person.
Syncing overwrites. Whatever you adjusted directly on that client's routine is replaced by the plan, and there's no undo — that's what the confirmation warns about before it runs. It has a "Don't ask me again" box, so only tick it once you're comfortable, because there's no setting to bring the warning back. An archived plan can't be synced; restore it first (see Archive and restore routines and plans).
Updated 2 August 2026
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