Assign the next Trainerize program when a client's program expires

1. In the Trainerize web account, open the Clients tab, click ADD FILTER > By Tag and pick Main program expiring, then repeat with Main program expired.
2. Open each flagged client's profile to see the current program, and read the latest check-in and progress to decide what comes next.
3. Go to Master Libraries > Master Programs, open the chosen program, select Summary and Subscribers > Add Subscribers, type the client's name, set a Start Date and choose Main or Add-on.
4. When several clients get the same next program, select them on the Clients tab, open the three-dot menu and choose Subscribe to a program.
5. The bulk option helps only when everyone moves to the same program. When each client needs a different next step, the work is one profile at a time, and a client who slips past the expiring tag ends up with no current training phase.

Find clients whose main program ends in the next week or already ended. Suggest the next master program for each based on their goal and last check-in, and subscribe them after I approve, starting the day after the old one ends.

1. 01

   Collect who is ending

   The agent calls list_clients twice, with the auto tags Main program expiring and Main program expired, so clients who already lapsed are not forgotten. Add-on programs are left alone unless you ask, because they usually end on purpose.

2. 02

   Read where each client stands

   get_client gives goals and the current main program. list_check_ins for the last four weeks shows what the client said about energy, soreness and schedule, which decides between progressing, repeating or easing off.

3. 03

   Match against your library

   list_master_programs gives the programs you can choose from. If you have a rule such as "4-week Base goes to 6-week Build", the agent follows it. Without one it proposes a program from the client's goal and marks it as a suggestion, and it flags clients whose check-ins mention pain instead of picking for them.

4. 04

   Set the start date so nothing overlaps

   For clients still on a program, the start date is the day after the current one ends. For clients already expired, it is the next Monday unless you name a day. A client can hold only one main program, so the agent never starts the new main program while the old one runs.

5. 05

   Group, confirm, subscribe

   Clients going to the same program and start date share one subscribe_to_program call. Each group waits for your OK, and clients with no clear match are listed by name for you to decide.

7 clients flagged: 5 expiring, 2 expired
6-week Build from Mon 19 Oct: Alex Rivera, Sam Carter, Jo Kim (finished 4-week Base, check-ins steady)
4-week Base again from Mon 19 Oct: Tom Becker (missed 5 of 12 workouts, asked for shorter sessions)
Hypertrophy Block 2 from Mon 12 Oct: Lena Ortiz (expired 8 Oct)
Needs you: Priya Shah, knee pain in last two check-ins
Needs you: Marco Ruiz, goal changed to a half marathon, no running program in the library
3 subscriptions waiting for your OK

• Trainerize program auto-tags are Main program expiring, Add-on program expiring, Main program expired and Add-on program expired; expired is a red tag on the Overview page, expiring is orange.
• Clients on a Trainerize On-Demand program never get an expiring or expired tag, because the on-demand library stays available until they are unsubscribed.
• A Trainerize client can have only one Main program at a time but several Add-on programs, which carry a link symbol on the profile.
• A client sees a newly subscribed Trainerize program under the kettlebell icon tab of the mobile app only once its start date arrives, and its scheduled items then appear on the client calendar.
• Trainerize Product Automation (Payments > Products > Set Up Automation) only offers master programs stored in the Shared Folder, and when both First Purchase and Product Start subscribe a main program, the Product Start one wins.

subscribe_to_program asks for your OK by default. To run it weekly without you, switch confirmation off for that tool in your dashboard.

Sources: Trainerize: How to Subscribe a Client to a Master Program · Trainerize: What are Program Auto-Tags and How Can I Use Them? · Trainerize: How are Programs Labelled on a Client's Profile? · Trainerize: Automating Content Delivery with Product Automation

curl https://cotlet.dev/api/v1/trainerize/subscribe_to_program \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"program_id":"552047","client_ids":["4821937","4821944"],"start_date":"2026-10-19","program_type":"main"}'

{
  "program_id": "552031",
  "program_type": "main",
  "start_date": "2026-10-19",
  "subscribed": [
    {
      "client_id": "4821937",
      "status": "subscribed"
    },
    {
      "client_id": "4821944",
      "status": "subscribed"
    }
  ]
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is trainerize_subscribe_to_program. Example data.

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