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.

How do I use resources?

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 Management. Here you will see all your client folders. Click to enter the folder.
     • When inside the folder, select Tools. Click on Assign new tools to create a new tool
   • Or instead, go to Coaching Tools in the main menu. Then click on Resources. Click on Create new.
2. 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 resource at any time by clicking the 3 action item buttons on the far right, then clicking Edit.

Assigning resources

1. You can assign your worksheet to a client either from the Resources page in Coaching Tools, or from the client’s personal folder.

What does my client see from their coaching portal?

• Your client will be able to view their Resources from the Coaching Pad in their dashboard.

Note: Make sure you put Lif