Where do I add files and links to a coaching program?

In Finance → Programs, open the program and choose Resources. Press Add resource, then Choose from Files, Upload a file or Add a link.

If I remove a file from a program, is it deleted?

No. Remove from program takes it off the list and says the file itself stays in Files. Members no longer see it in their portal.

Who can add or remove resources?

Team members with permission to edit clients and access to all clients. Staff limited to their own clients can read the list but not change it.

What is Calendar full in the Programs & Sessions report?

Booked program time, with group calls the coach hosts, as a share of the coach's open hours, less holidays and time off. It is a column in By coach.

Which plans include program resources and the Calendar full column?

Programs use memberships, so Resources is on Cadet and up. The Programs & Sessions report, with its Calendar full column, is on Voyager and up.

Clients & CRMClient portal

Share files and links in a program, and see Calendar full by coach

Add files and links to a program's Resources tab for clients to open in their portal, and see how full each coach's calendar is in the Programs & Sessions report.

Cut-paper illustration of an upright teal paper folder with a sage inner tab, four blank sheets fanning out of it, a white paper clip and a short amber paper chain, beside a render of a coaching program's Resources tab listing a PDF and links.

Add files and links to a program's Resources tab

Open Finance → Programs, open a program and choose the Resources tab. Press Add resource, then Choose from Files for a file that is already in Files, Upload a file for a new one, or Add a link to type a Name and a URL that starts with https://. Each row shows the file's size or the link's site, with an Open button and a ⋯ menu. A message says "Added to the program.", and adding something that is already there says "That's already in this program."

To take one off, open the ⋯ menu and choose Remove from program. You are asked first, and for a file the message says "The file itself stays in Files." A file you later delete from Files stays in the list as File deleted, with only Remove left.

Clients see the list in the client portal, under My program, as Resources: each name, the file's size or the link's site, and an Open button that opens it in a new tab. The section is hidden when a program has none, and a client whose membership has ended sees none.

Reading the tab needs permission to view clients. Add resource, Remove and the ⋯ menu need permission to edit clients and access to all clients, so staff limited to their own clients can read the list but not change it. Programs use memberships, so Resources is on Cadet and up. It is on the web app now and comes to the iPhone app with its next update.

Add resource: Choose from Files, Upload a file or Add a link
Clients open them from Resources in My program in the client portal
Remove from program leaves the file itself in Files

Open a program's Resources tab, add a link, then add a file from Files. Example data.

Where to find it: Finance
Programs
a program
Resources
Open in the app
Plans: Cadet and up
Learn more: Run a coaching program guide Coaching programs Run coaching programs

See Calendar full for each coach in the Programs & Sessions report

Open Finance → Reports and choose Programs & Sessions. By coach now has a Calendar full column after Sessions, Attended, No-shows and Show-up, and the Total row has one too. The note under By coach explains it: "Calendar full is booked program time, with group calls they host, as a share of the coach’s open hours, less holidays and time off." Export CSV includes the column.

The column shows only when the report has a figure for it. A coach with no open hours shows None, and staff limited to their own clients don't get the percentages. The report is on Voyager and up. It is on the web app now and comes to the iPhone app with its next update.

A Calendar full column in By coach, with a Total
Booked program time as a share of the coach's open hours
Included in Export CSV

The Programs & Sessions report in Workspace369 with 40 sessions, 36 attended and 90 percent show-up, and a By coach table whose Calendar full column reads 41 percent for Priya Nair, 27 percent for Marcus Tell and 34 percent in total.

Where to find it: Finance
Reports
Programs & Sessions
Plans: Voyager and up
Learn more: Memberships and check-in Coaching programs

Quick answers

Where do I add files and links to a coaching program?: In Finance → Programs, open the program and choose Resources. Press Add resource, then Choose from Files, Upload a file or Add a link.#
What does a client see?: A Resources section under My program in the client portal, with each name, the file's size or the link's site and an Open button that opens it in a new tab. It is hidden when a program has none.#
If I remove a file from a program, is it deleted?: No. Remove from program takes it off the list and says the file itself stays in Files. Members no longer see it in their portal.#
Who can add or remove resources?: Team members with permission to edit clients and access to all clients. Staff limited to their own clients can read the list but not change it.#
What is Calendar full in the Programs & Sessions report?: Booked program time, with group calls the coach hosts, as a share of the coach's open hours, less holidays and time off. It is a column in By coach.#
Which plans include program resources and the Calendar full column?: Programs use memberships, so Resources is on Cadet and up. The Programs & Sessions report, with its Calendar full column, is on Voyager and up.#

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