How to 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.

1. Account Tab

Navigate to the “Account” tab.

2. Select Client

Select a client from the list to access the client’s profile.

3. Resources Section

Click on the “Resources” section on the left side bar.

4. Assign Resource

Click the “Assign Resource” button.

5. Create New Resource

In the pop-up modal, click the “Create New Resource” button.

6. Resource Privacy

Set the resource privacy to either Private or Public.

7. Enter Resource Details

Enter a name for the resource. You also have the option to notify the client and add a message. Then, upload the file you want to share or provide a link if the file is hosted elsewhere.

8. 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.