How do I set up Resources to send to Clients automatically when they sign up?

This guide shows you how to automatically send resources to clients when they sign up.

1. Click the three dot menu

Click the three dot menu next to the Account tab to reveal additional tabs.

2. Click “Resources”

Scroll down, and click the ‘Resources’ tab.

3. Create a Resource

To edit an existing resource, locate it and click the edit icon. To create a new one, click the ‘Create New Resource’ button.

4. Check the box marked “Auto-assign to all clients upon signing up?”

After clicking the edit icon or the ‘Create New Resource’ button, check the box labeled ‘Auto-assign to all clients upon signing up?’ Then, fill out the required information. You can also add a custom message for each resource, if needed.

5. Click “Save Resource”

Click the ‘Save Resource’ button to apply your changes.

This guide demonstrated how to set up automatic resource allocation for clients upon sign-up.