Resource Library

Use the resource library to share food lists, exercise guides, educational materials, and other resources that apply to multiple clients. You can upload and organize documents, videos, and other files for clients to access in their portal.

Viewing Your Resources

Navigate to Settings > Resources to see all your uploaded resources.

You can search by name, sort columns, and change how many resources appear per page.

Adding a Resource

1. Navigate to Settings > Resources.
2. Click Add.
3. Fill in the fields below.
4. Click Save.

Resource Fields

• Title: resource name (required)
• Description: brief description of what the resource contains (required)
• Category: category for organizing the resource (see Managing Categories below)
• Select Resource: choose File to upload a document such as a PDF or spreadsheet, Video for a video link such as YouTube or Vimeo, or Url for a link to any web page
• Services: services the resource applies to

Only clients on the selected services will see the resource.

Visibility Timing

Use Visible after to choose when the resource appears:

• A number of days after the client's start date: the resource appears automatically after that many days
• A specific date: the resource appears on the chosen date

Enter 0 days to make a resource visible right away. Resources set to 0 days aren't marked New or announced to clients. To announce one, use today's date instead.

For example, you can make a resource appear 7 days after a client's start date to deliver onboarding materials over time.

Editing a Resource

1. Find the resource in the list.
2. Click the edit (pencil) icon.
3. Update the fields and save.

Deleting a Resource

Click the delete (trash) icon next to the resource and confirm in the dialog.

Copying a Resource Link

Click the copy icon next to a resource to copy its file or video URL to your clipboard. You can share the link directly in messages or check-in responses.

Managing Categories

Click Edit Resource Categories at the top of the resources page. On the categories page, you can create categories, edit category names, or delete categories.

What Clients See

Your clients see resources in their portal, organized by category. Only resources assigned to their service appear, and only after the Visible after condition is met.

When a resource becomes visible, your clients can receive an email if Resource available is turned on in Settings > Client Notifications.

Updated on: 06/10/2026