Coaching library and exercises

The library holds what you give clients: resources to read, watch or work through, and exercises they answer.

Library

The library holds what you give clients to read, watch or work through. Add resource in Library asks for its name and kind, then opens it to add its content:

• File: any file up to 500 MB except programs and Office files that can hold macros. It counts against the storage of whoever added the resource.
• Link: a web address.
• Recording: one of your Screen Recorder recordings shared by link. A private recording cannot be played by a client.
• Document: a Document in the team, which your client reads in their portal without its public link being turned on.
• Text: written on the resource's page and saved as you type.

To give a resource to a client, choose Give resource under Resources on their page. It appears in their library at once. A change to a resource shows to every client who has it. The resource's page lists who has it, when they opened it and whether they marked it done; Take back on your client's page takes it out of their library. Move to Trash in a resource's More menu takes it out of every client's library, and Restore in Trash gives it back.

Exercises

An exercise is a wheel or one of the team's Forms, kept in the library. Add exercise in Library asks for its name and whether it is a wheel or a Form, then opens it.

• Wheel: areas of your client's life, each rated from 0 to 10, drawn as a wheel. A new wheel starts with eight areas; Edit areas keeps 3 to 12. Turn on Where the client wants it to be to ask for a second rating for each area, drawn as a dashed line.
• Form: your client answers the Form's published version, with its pages and the questions that show only for some answers. Their answers stay with their coaching and are not added to the Form's responses. A Form that is not published, or that asks for a file, cannot be answered; the exercise's page says why. The Scale question in Forms asks for a number from 0 or 1 to 5 or 10, with words for each end.

To give an exercise, choose Give exercise under Exercises on your client's page, with a due date if you like. It waits under To do now in their portal, and what they enter is kept as they go until they send it. Their answers wait under Waiting for you on the Overview until you open them, and Reply in messages on the answers opens Messages with them quoted.

Give the same exercise again later to see what changed. Under Compare on the answers, choose an earlier time: a wheel is drawn over the earlier one with the change in each area, and a Form's two sets of answers are shown in columns, question by question. Changing a wheel's areas or the Form later never changes answers already sent.

Take back on your client's page removes an exercise they have not answered. An exercise a client has answered stays with their coaching, and it cannot be moved to Trash.

If something on this page does not work as described, Contact support.