New Coaching

Coaching: a library of resources for clients (preview)

Coaches keep files, links, recordings, Documents and text in a library and give them to clients, who open them in their portal and mark them done.

Coaching is a preview for site administrators.

  • Library in Coaching holds the team's resources. Add resource asks for a name and a kind: a file, a link, one of your Screen Recorder recordings shared by link, a Document, or text written on the resource's page.
  • Give resource on a client's page puts a resource in their library in their portal. A change to a resource shows to every client who has it.
  • The client opens it and chooses Mark done; the resource's page lists who has it, when they opened it and whether they marked it done.
  • Move to Trash takes a resource out of every client's library, asking first when clients have it, and Restore gives it back. A resource's file counts against the storage of whoever added the resource.