How do I upload a resource to share with clients?
As a trainer, you are able to upload resources (workout tips, ebooks, PDF documents, nutrition guides, etc.) to share with your clients within your fitness business management software platform, follow the instructions below.
This guide will walk you through the process of creating resources to share with clients.
1. Account Tab
Navigate to the “Account” tab.
2. Resources Section
Click on the “Resources” section on the left side bar.
3. Create New Resource
Click on the “Create New Resource” button.
4. Enter Resource Details
Provide a name for the resource and select any applicable tags. Upload the file you want to share as a resource, or you can use a link if the file is hosted elsewhere.
5. Auto Assign Resource
The option to enable auto-assignment for clients is also available. Checking the box will allow you to enter an optional message when the resource is assigned.
6. Assign to Existing Clients
You can also assign the resource to all clients that have already signed up by enabling that option.
7. Save Resource
Upload an optional thumbnail and save the resource.
This guide covered the steps to create resources and the options available to share with clients.
