How do Protocols work?

On the Protocols page, you will see the name and description of the various protocols, the book they’re sourced from, the book’s author(s), and the total number of resources included in the collection.

When you click on a given protocol, you will see a detailed list of the resources included and the order in which they will be assigned. Once you click “Send to Client,” you will be able to choose your client(s), assign target dates for individual resources, and remove any resources you don’t wish to send as part of the protocol.

For a video overview of how Protocols work, click here.