Resources is your library of materials for clients, such as guided meditations, breathing exercises, worksheets and handouts. You can add videos and files here, and share any resource with a client as a Pro Activity.
Note: All clients, names, emails, appointments and other data shown in the screenshots are sample data we created for this guide. They are not real people or real records.
When to use this
- You want to add a video, image, PDF or document to your library.
- You want to share a resource with a client and set a due date for it.
- You want to see which resources you have and who you’ve shared them with.
Open Resources
1. In the left sidebar, click Resources.
The Resources page has two sections:
Videos: each video shows its thumbnail, title, a short description and tags, such as Breathwork, Relaxation or DBT Skills.
Files (.jpg .png .doc .docx .pdf): a table with the File Title, Description, Uploaded date, Clients and Actions. Until you add a file, it shows No files uploaded yet.
Add a resource
1. Click Add New Resource at the top right.
The Add New Resource window opens.
2. Enter a Resource title, and optionally a Description.
The title is what you and your clients will see, for example Yoga.
3. Click Resource type and choose Video or Image/PDF/File.
4. Choose how to add it: Upload file or Use link.
Upload file uploads it from your computer. Use link adds a web link instead.
5. If you chose Upload file, click Upload your file and choose the file.
Allowed file types are JPG, PNG, GIF, WEBP, SVG, PDF, DOC, DOCX, XLS, XLSX, TXT and CSV, up to 50 MB.
The file name appears in the box. To remove it and choose another, click the trash icon.
6. Under Categories, type the topics the resource helps with, for example ADHD.
Categories help you find the right resource later. For example: ADHD, Sleep-Problems, Paranoia.
7. Optional: to share it with a client now, click Send to a client.
See Share a resource with a client below. When you’ve finished, the client’s name appears under Send to.
8. Click Add Resource.
The resource is added to your library. A file appears in the Files table with its title and the date it was uploaded, for example Yoga, Oct 9, 2026. It also appears in the Resource list when you share a Pro Activity.
Share a resource with a client
When you click Send to a client, the Share with a client window opens.
1. Click Search for a client and choose the client.
The list shows each client’s name, email and client ID. The client you choose appears under the search box. To remove them, click the x next to their name.
2. Check the Pro Activities title, and optionally add a Description.
The title fills in with the resource’s name, for example Yoga. You can change it.
3. Set the Due date.
Type the date as mm/dd/yyyy, or click the calendar icon (Show date picker) and choose it.
4. Click Save.
You return to Add New Resource, and the client is listed under Send to. Click Back instead to return without sharing.
The resource is shared as a Pro Activity, so it also appears on the client’s Pro Activities tab. See Client profile: Pro Activities.
Tip: To share a resource that’s already in your library, click the share icon (a person with a +) on its video card, or in the Actions column of the Files table.
