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Resource Collections

Group resources into reusable collections you can assign to clients.

Resource Collections Overview

Resource Collections let you bundle files, links, videos, and documents from your Resource Library into curated collections that you can share with clients. Each collection is organized into sections with configurable display layouts, giving you full control over how clients experience your content. Find them under the Resource Collections tab in the sidebar, where you can create, edit, duplicate, delete, and assign collections to individual clients.

Each collection consists of:

A name and optional description
A cover image (choose from 20 defaults or upload your own)
One or more sections, each containing resources imported from your Resource Library
A display format per section that controls how resources appear to clients

From the collections list you can see:

Resource Collection: the name and cover image
Resources: total number of resources across all sections
Clients: how many clients currently have access

Use Resource Collections to package related content together. For example, create a "Getting Started" collection with onboarding videos and PDFs, a "Supplement Guide" with product links and research articles, or a "Mobility Library" with exercise videos organized by body part.

Creating a Resource Collection

1

Navigate to Resource Collections in the sidebar

2

Click Add Resource Collection

3

Enter a name for your collection (required)

4

Click the cover image thumbnail to choose or upload a cover image

5

Optionally enter a description

6

Click Add Resource Collection to save

Your new collection appears in the list. Click it to open the collection builder where you can add sections and resources.

Setting a Cover Image

Every collection has a cover image that appears in the collection list and as the header when clients view it. You can choose from the built-in library or upload a custom image.

1

When creating or editing a collection, click the cover image thumbnail

2

The image picker opens with two options: default thumbnails and custom upload

3

To use a default, click any of the 20 built-in cover images

4

To upload your own, click the Upload Image area and select a file from your device

5

The preview updates instantly. To reset to the default image, click the X button on a custom upload

Adding Sections

Sections let you organize resources within a collection by topic or category. Every collection needs at least one section before you can add resources.

1

Open a collection by clicking it in the list

2

Click Add Section in the page header

3

Enter a section name

4

Click Add Section to save

The new section appears in the builder. You can add as many sections as you need. If the collection has no sections yet, you will see an empty state prompting you to create your first one.

Use descriptive section names that help clients find what they need. For example, inside a "Nutrition Essentials" collection you might have sections like "Meal Prep Videos", "Supplement Guides", and "Calorie Tracking Tools".

Adding Resources to a Section

Resources are imported from your Resource Library (the Vault). You must have resources uploaded to your library before you can add them to a collection.

1

Inside a section, click the Add Resource button

2

The Import Resource modal opens, showing all resources from your library

3

Use the search bar to filter by name or URL

4

Click a resource to add it to the section

The resource is added to the section immediately. Resources that already exist in the section are automatically excluded from the list to prevent duplicates.

Resource types you can add

Resources in your library fall into two categories, each with subtypes based on the file or link content:

Category	Subtypes	Examples
Documents (uploaded files)	Image, Video, PDF, Doc, File	Workout PDFs, form templates, progress photo guides
Links (external URLs)	Website link, YouTube, Loom, Vimeo	Tutorial videos, blog posts, product pages

Each resource displays a type badge (e.g. "PDF", "youtube.com", "Video") so clients can tell at a glance what kind of content it is.

Deleting a resource from your Resource Library automatically removes it from all collections that contain it. The collection's resource count updates accordingly.

Section Display Formats

Each section has its own display format that controls how resources are rendered for clients. You can mix and match formats across sections in the same collection.

1

In the section header, click the Layout button

2

Choose one of the four formats

Format	Description
List	Compact rows with a thumbnail, name, and type badge. Best for text-heavy resources like articles and documents.
Card	Full-width vertical cards stacked on top of each other. Each card shows a cover image with the resource name overlaid. Good for a clean, magazine-style layout.
Carousel	Horizontally scrollable cards that show roughly 1.2 cards at a time, encouraging the client to swipe. Ideal for video content or visual resources you want to highlight.
Grid	Two-column grid of square cards. Good for visual content like images or video thumbnails where you want to show many items in a compact space.

The format change takes effect immediately. The live phone preview on the right side of the builder shows how the section will look in the mobile app.

The default format for new sections is Carousel (large cards). Switch to List if your section contains mostly documents and links, or Grid if you want a compact visual layout.

Editing a Collection

You can update the name, description, and cover image of an existing collection at any time.

From the collection list

1

Click the three-dot menu on a collection row

2

Select Edit

3

Update the name, description, or cover image

4

Click Update Resource Collection

From inside the collection builder

1

Click the pencil icon in the page header

2

Update the fields you want to change

3

Click Update Resource Collection

Editing a Section

1

In the section header, click the three-dot menu

2

Select Edit Section

3

Update the section name

4

Click Update Section to save

Removing a Resource from a Section

1

In the section's resource list, click the delete icon on the resource you want to remove

2

Confirm the deletion in the dialog

The resource is removed from the section but remains in your Resource Library. You can re-add it later if needed.

Reordering Resources

You can change the order resources appear within a section.

1

In the section header, click the three-dot menu

2

Select Reorder

3

Drag resources into the desired order

4

Save the new order

Reordering Sections

You can change the order sections appear in a collection.

1

In the collection page header, click the reorder icon (arrows up/down)

2

Drag sections into the desired order

3

Save the new order

Deleting a Section

1

In the section header, click the three-dot menu

2

Select Delete Section

3

Confirm the deletion

Deleting a section removes all resource references in that section from the collection. The resources themselves remain in your Resource Library.

Duplicating a Collection

Duplicating creates a copy of the collection with the same sections, resources, and cover image. The duplicate has no clients assigned.

1

In the collection list, click the three-dot menu on the collection you want to copy

2

Select Duplicate

3

Enter a name for the duplicated collection

4

Click Duplicate Resource Collection

The new collection appears in your list ready to edit.

Duplicate a collection when you want to create a variation for a different client segment. For example, duplicate your "Beginner Program Resources" and rename it to "Advanced Program Resources", then swap out the relevant content.

Deleting a Collection

1

In the collection list, click the three-dot menu on the collection

2

Select Delete

3

Confirm the deletion

Deleting a collection is permanent. All clients who had access will lose it immediately. The resources themselves remain in your Resource Library. Only workspace owners and admins can delete collections.

Assigning Collections to Clients

Once your collection is ready, you grant individual clients access. Clients receive a notification when they are added.

Granting access

1

Open a collection from the list

2

Click Manage Access in the page header (the people icon)

3

The Manage Access modal opens, showing your client list on the left and clients with access on the right

4

Select one or more clients from the left panel to grant them access

5

Selected clients appear in the right panel under Clients with Access

Each client you add receives an in-app push notification with the collection name so they know new content is available.

Revoking access

1

In the Manage Access modal, find the client in the Clients with Access panel

2

Click the remove button next to their name

The client loses access immediately and the collection disappears from their app.

When a client is deleted from your workspace, their access to all collections is automatically revoked.

Automating Collection Access with Onboarding Flows

You can automatically grant collection access when a client purchases a package by adding collections to an Onboarding Flow.

1

Navigate to Automations > Onboarding Flows

2

Create or edit a flow

3

In the flow configuration, add one or more Resource Collections to the automation

4

Link the flow to a package

When a new client purchases that package, they automatically receive access to the specified collections, no manual assignment needed.

This is powerful for digital product delivery. Create a collection of course materials, link it to an Onboarding Flow, and every new client gets instant access at checkout.

For a full guide on setting up Onboarding Flows, see the Onboarding Flow article.

How Clients View Collections

Clients see their assigned collections in the Resource Collections section of the app. Each collection shows its cover image, name, and resource count. Tapping a collection opens it with sections displayed in the layout format you configured.

When you grant a client access, they receive a push notification. If you revoke access, the collection disappears from their app immediately.

Frequently Asked Questions

Can clients add or edit resources in a collection? No. Collections are read-only for clients. Only coaches can add, remove, or reorder resources.

What happens if I delete a resource from my library? It is automatically removed from all collections that contain it.

Can I share the same collection with multiple clients? Yes. Use Manage Access to grant access to as many clients as you need.

Why can't my client see a collection I shared? Make sure the client has been granted access via Manage Access. If they still don't see it, have them pull down to refresh the Resource Collections screen.

Can clients download files from a collection? No. Clients can view shared resources in the app but cannot download them.

Can I reorder my collections? No. Collections are displayed in the order they were created. This cannot be changed.

What is the recommended aspect ratio for cover photos? 16:9.

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