Resources
Share documents, links, and content with your clients.
Resources Overview
Resources (also called the Vault) is your central library for storing and sharing documents, links, and other content with your clients. Instead of sending files over email or chat, you upload them once and share them with whoever needs access.
Your Resources page displays all files and links you have uploaded to your library. From here you can:
- Upload files (PDFs, images, videos, documents)
- Add links to external content (YouTube, Loom, Vimeo, websites)
- Organize resources into folders
- Share resources directly to individual clients
- Import resources from your library into a client's vault
- Build Resource Collections to group and curate content for clients
When you open a client's profile, the Resources tab shows the files and links you have shared with that specific client. You can add new resources directly to a client or import existing ones from your library.
Resource Types
There are two resource types you can add:
| Type | Description | Examples |
|---|---|---|
| Document | A file uploaded from your computer | PDFs, images, videos, Word documents, spreadsheets, text files |
| Link | A URL to external content | YouTube videos, Loom recordings, Vimeo videos, blog posts, Google Docs, any website |
Uploading a File
Adding a Link
Editing a Resource
You can also remove an existing cover image by clicking the X button on the cover image preview.
Organizing Resources with Folders
Folders help you keep your resource library organized. Resources in your main library (not client-specific resources) can be grouped into folders.
Moving a resource to a folder
Moving a resource out of a folder
Sharing Resources with Clients
There are four ways to get resources to your clients:
1. Upload directly to a client
The resource is added directly to that client's vault. They receive a notification that a new resource has been shared.
2. Import from your library
The selected resources are copied into the client's vault. The originals remain in your library. The client receives a notification for each imported resource.
3. Drip-feed via Autoflow
Use Autoflow to automatically deliver resources to clients on a schedule. Add an Add Resources event to an autoflow template, and the selected resources are shared with the client on the scheduled day — no manual work needed. See the Autoflow article for a full guide.
4. Assign via Resource Collections
Resource Collections let you group resources into curated sets and share them with multiple clients at once. See the Resource Collections article for a full guide.
Deleting a Resource
Resource Collections
Resource Collections let you group resources into curated sets with sections, cover images, and different display formats. Assign collections to individual clients to give them access to structured content libraries. For a full guide, see the dedicated Resource Collections article.
Viewing Resources in the App
Clients access shared resources from the Resources tab on their profile in the mobile app. Files and links shared directly appear in their vault, while Resource Collections appear as separate curated libraries. YouTube, Loom, and Vimeo links open in an embedded video player — all other links open in the browser. Clients receive a push notification when a new resource is shared with them.
Frequently Asked Questions
Can clients upload their own resources? No. Only coaches can upload files and add links. Clients can only view resources that have been shared with them.
Can I share the same resource with multiple clients? Yes. Import the resource from your library to each client individually, or add it to a Resource Collection and assign multiple clients to the collection.
What happens if I delete a resource from my library? Deleting a resource from your library does not remove copies already shared with clients. Each client has their own copy.
Can clients download files? No. Clients can view shared resources in the app but cannot download them.
Why can my client not see a resource I shared? Make sure the resource was added to their Resources tab specifically, not just your library. Check the client's Resources tab from your dashboard to confirm it appears there.
Is there a file size limit for uploads? Yes, the maximum file size is 50 MB. For larger files, upload them to YouTube as unlisted and add the link as a resource instead. YouTube links play in an embedded video player within the app.
Why do my uploaded images look pixelated? Images are automatically compressed on upload, which can reduce quality.
Did this answer your question?