What is a program?

Last updated: September 30, 2026

In one sentence

A program is a structured track — like "12-Week Nutrition Transformation" or "Executive Leadership Development" — that you move a client through in ordered phases, so every session has the right context for where that client is right now.

Why it exists

Most coaching engagements aren't one-off calls — they're journeys with stages. Week 1 looks different from week 8. A program lets you name those stages as phases, then enroll each client in the program and move them through the phases as they progress.

Two payoffs:

  • You stay organized. You can see which clients are in which program and which phase, instead of keeping that in your head.
  • Your AI assistance gets smarter. When a client is enrolled, Call-E uses the program and their current phase as context for every Call Notes, Call Guidance, or Call Scorecard it writes for that client. A nutrition client in the Foundation phase gets guidance focused on awareness and journaling; the same client in the Mastery phase gets guidance about consistency and accountability.

How enrollment works

A client can only be in one program at a time. If you enroll them in a new program, their old enrollment is automatically closed and the new one becomes current. Their past enrollment history is preserved — enrollments and phase changes show up under Timeline on the client's page.

Enroll someone from an appointment:

  1. Open any appointment with that client.
  2. In the Client card at the top, find Program.
  3. Click + Enroll in a program.
  4. Pick the program and the Starting phase (or leave the default — the first phase).
  5. Click Enroll.

Changing a client's program or phase

Open any appointment with the client and click the pencil next to the program name in the Client card. Edit program & phase opens, and you can switch the program, the phase, or both.

Ending an enrollment

You can't end an enrollment yourself right now — Call-E has no Unenroll control. Enrolling the client in a different program closes the old enrollment automatically. If that's not what you need, contact Call-E Support.

For admins: creating programs and writing AI context

Creating and editing programs is an Owner or Admin task.

  1. Open Programs from the sidebar.
  2. Click New program. The new program details open — give it a name and description.
  3. Add phases in the order clients should move through them. Each phase has a name and a description.
  4. If you want Call-E's AI to use the program as context, fill in Program context under AI Context, and AI context on each phase. Example phase AI context: "Foundation phase. Focus on food awareness and journaling. Don't push for changes yet."
  5. Click Create program.

You can enroll clients and move them between phases. Editing Program context and phase AI context is limited to Owners and Admins.

Archiving a program

When a program is no longer in use, archive it from the program's page. Archiving prevents new enrollments but keeps every current and past enrollment intact. You can restore the program later if you need to.

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