How do I create resources for my coaching clients?


You may have additional information you want to pass onto your clients. You can do this easily from your dashboard. Collect and keep track of the extra resources you send out regularly in one easy location. You can upload any kind of document, and you can even create resources yourself from scratch. Then just assign them to the clients you want, when the time is right.


You can easily upload documents or create your own resources which you can then assign to clients.


Creating and Uploading Resources

  1. You can create resources in one of two ways.
    • If you already have coaching clients registered on Life Coach Hub, you can go directly to Client & Coaching Management (under Coaching and Courses in your dashboard menu). Here you will see a list of your Active clients, Inactive clients and Prospects. Clicking on any name will drop down a range of tools. Click on Assessents and resources. From the Resources tab, you can create and assign resources.
    • Or you can create resources from Coaching and Course Tools (under the Manage Clients & Courses drop down in your dashboard menu). Just click on Assessments and resources in the left hand panel, and chose the Resources tab.
  2. No matter which page you choose, there will be a button in the main box saying "Create or upload a resource." Click this button and an area will drop down where you can create your resource.
    Choose a title and write a description. You can also choose to group your resources into categories for your own private use. You can create additional categories at any time by typing into the field marked Category.
  3. Next, you can either upload documents or create a resource.
    • Use the WYSIWYG editor to create a new resource in fully formatted HTML that will be available right in your client's coaching dashboard. Just enter your text in the box as you would if you were creating a text document. You can choose font styles, sizes, colors and any other features you would with a normal word processor. You can also add links and insert images. You can even create anchors to link different sections within the resource. For advanced layout, use block quotes, bullets, indentation and tables. Hover your mouse over an icon to find out what it does.
    • Alternatively, you can upload a document to make available to your clients.
  4. All your resources created for either coaching or courses will be listed in the table so that you can easily assign them to multiple clients and courses. You can sort these to display in any way you like.

Editing resources

You can edit your resources by clicking the link View/edit resource then selecting Edit. After making your changes, if you select Save edited resource, the resource will be edited with your changes. If you choose Save new version of resource, your edits will create a new version of the resource.

Assigning resources

  1. You can assign resources from the Client & Coaching Management page. Just click on the client's name you want to assign the resource to from the list of your clients on the left-hand side of the page, and then select Assessments and resources from the drop-down menu. Select the Resources tab.
  2. In the column marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your client will be able to see your assessment.

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