Reviewing and approving client programs
Every program is built for one client and checked by you before they see it. Here is how to review it, make changes, approve it and follow the client's progress afterwards.
4 minute video · A few minutes per client
Chapters (8)
Know when a program is waiting
When a client finishes your questionnaire and pays, you get an email saying their program is being built. On your Dashboard, the Programs to Review and Active Clients counts go up by one.
Click Programs to Review to go straight to the programs waiting for you.
Open the client's program
On the Programs page, find the new client under Pending Review and click View.
A program usually takes 20 to 30 minutes to build after the client pays, and can take up to an hour. If it is still building, the page tells you so. Come back a little later.
Read it the way your client will
The review page shows the program title written for this client, the introduction and every section and lesson. Lessons are shaped by the client's questionnaire answers and built from your own material, including any of your videos that fit.
Open a few lessons and check the content, the order, the grammar, the media and the exercises at the end of each lesson.
Why you approve every program
Experly is built and tested to keep programs accurate and well ordered, but your name is on it. Approving each one yourself means every client gets something you are proud of. Nothing reaches the client until you approve it.
Edit text and media
Click Edit at the top of the program. Each section and lesson gets its own Edit button, where you can rewrite the title, the summary and the lesson text.
Click Media to change what is attached to a lesson. Add videos, images or audio from your Content Library, or click the X on anything you want to remove.
Click Done, then Save changes. The program updates straight away.
Attach or remove media
The media panel shows what is attached now and everything in your library, sorted into videos, images, audio and YouTube.
Approve the program
When you are happy with it, click Approve Program and confirm. The client gets an email and a notice on their dashboard that their program is ready.
You can open every section as the expert. Your client gets them on the delivery schedule you chose, for example one section a day or the next section after they finish the last one.
Follow your client's progress
Go to Clients in the top menu to see everyone with an active program. Click View progress & deliverables under a client's name.
You see every module, whether it is unlocked yet and what has been completed. Click Unlock now to give a client early access to a module.
See answers and reply to coach notes
Click Open program to see the program with the client's work in it: their answers to tasks, checkpoints and reflections.
If you turned on Coach notes, clients can send you a note or question from a lesson, and you can reply there.
Good to know
- Nothing reaches a client until you click Approve Program.
- Programs usually take 20 to 30 minutes to build, sometimes up to an hour.
- Edits apply to that client's program only.
- Unlock now gives a client early access to a module.
Read the transcript
0:00A new program to review
As an expert, once a client has completed their questionnaire and payment, you will receive an email confirming that the program is being created. Once you log into your dashboard, you will see Programs to Review and Active Clients. So every time a new program is there to review, you'll see a number increase here and active clients as well. So we're going to click this and it's going to take us to the program page that needs to be approved. So there's your new client. I'm going to click view client. And now if it's within a half hour or so of the program being created, it might take a bit longer to show it. I think we're within 20 minutes. So it looks like it's completed. Yeah, it completed. So if it's not completed yet, you're going to see that the program is still being generated. So you might have to wait a little bit. But here we go. This is the program that was created for your client that you sent the questionnaire out to, gave it a title, Strategic Instinct and Bold Action based on my content. And there's an introduction. And then you've got, we've got 14 units here. We can just click one of the units. This one's got a YouTube video that I created involved in it. And this program will be honed to the specific client's needs
1:09Why you review every program
based on what their questionnaire included. Now the best part about this, and this is something I have to emphasize, is that you're going to be approving your program. You want to go in and make sure that this program is up to your quality standards because we've done thorough testing in the platform with regards to the content inclusion, the grammar, the progression. But we do emphasize that you should go through and approve each client's program individually to make sure it lives up to your standards. That it's got the content you want, that it's got the right questionnaires at the end, that you're happy
1:40Edit text and media
with everything that's included in it. And if you're not, then you can click edit right here. When you click edit, you get to see each of the sections individually. And you click edit and go in and completely edit the text, the title, the summary. And then you can click media. You can add a video if you want. You can add images if you want. Whatever is already in your content library, you can add through this section. You can also delete what is already there. And I can see that I have a YouTube video include here. So I'm going to remove the YouTube video because I don't want it in there. OK, very simple. Hit done. Save changes. And now we have our edited program. We can go back down to actionable strategies. And we'll see that
2:25Approve the program
the YouTube video is gone. And the content is there. So once you're happy with your program, you feel it's professional enough to go out to your client, then you're all set to go. You just click approve program. Hit OK. And program approved successfully, the client has been notified. So the client will receive an email that the program has been approved and they can go in and start using that program. In addition, they will have a notification in their dashboard to see the program there as well. And just a note, all these sections are open for you as the expert, but these will be locked down depending on what your release date or times are for the client to receive the different sections, whether it is daily or upon completion of a section. That's something that you've already set up and it will stick to that system unless you go
3:11Track client progress
there and change it. OK, great. So then once you've approved the program, the next step is to go to the client section. In the client section, you'll be able to see a list of the clients that currently have a program that is active. So you can go down here. This is Jason J's new program you just approved. Of course, they haven't started it yet, but you can click here and view the progress and you can see we have a breakdown of each module, whether it's been unlocked, none of them have been unlocked yet until the client opens up the program. And you could go ahead and in advance unlock if you
3:42Answers and coach notes
wanted to. And then you can also click open program and you can go and look at the program. When you go look at the program, you will also be able to see which modules they've completed. And if you have sections in there where like we go down back to actual strategies and we scroll down in the client section, you will be able to see the answers to these questions as well as the coach's notes that you can respond to when that happens. If it does happen, if you do have that part opening your programs or not. But for now, we're just waiting for the client to continue the program. But like I said, you can always just go to clients and access information about what aspects of the program have been completed so far, what questions have
4:21Next: your earnings
been answered. OK, and the final thing is, of course, the money. So you can go over to your account, drop down here and go into earnings.
Questions about this step
Yes. When a client completes your questionnaire and pays, their program is built and you get an email. Open it under Programs, edit anything you want, and approve it. The client receives it after you approve.
You get an email when a client finishes your questionnaire and pays, telling you their program is being built. The Programs to Review count on your Dashboard goes up at the same time. Click it to see the programs waiting for you.
Yes. Open the program from Programs, click Edit, and change any section or lesson: the title, the summary and the text. Click Media on a lesson to add videos, images or audio from your Content Library, or to remove what is there. Click Done, then Save changes. Your edits apply to that client's program only.
The client gets an email and a notice on their dashboard that their program is ready. Sections then open on the delivery schedule you set, for example one a day or each one after the last is finished.
Yes. Go to Clients, click View progress & deliverables under the client's name and click Unlock now next to the module you want to open.
Only if you want them to. Turn on Coach notes under Client responses and clients can send you a note or question from inside a lesson. Leave it off if you do not offer that kind of support.
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