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Coaches: resources and file storage

Resources is your workspace’s library of files and links: guides, PDFs, videos, audio and useful web pages. You store them once and share them with the clients who need them.

Adding a resource

  1. Go to Resources and click New resource.
  2. Choose Upload file or Save link.
  3. Add a title (required, up to 160 characters), an optional description, a folder and tags.

File rules

Rule Limit
Maximum file size 250 MB per file
Allowed files Images, video, audio, documents (PDF, Word, PowerPoint, Excel, text, CSV, RTF, Markdown) and archives (zip, gz, tar, 7z)
Not allowed Programs and scripts, such as .exe, .dmg, .sh, .js, .bat, .jar
Links Must start with http or https
Tags Up to 20 per resource, 40 characters each

Storage per plan

Plan Storage
Starter 5 GB
Pro 50 GB
Studio 250 GB

The storage indicator on the Resources page shows how much is used. When the workspace is full, uploads fail with “Workspace resource storage quota exceeded”. Free up space by deleting files, or upgrade the plan. After a downgrade, existing files are kept, but new uploads pause while the workspace is over its limit.

Organising

  • Folders are one level deep. Create one with New folder (name up to 80 characters, plus a colour).
  • Filter by Type (Document, Video, Image, Audio, Link, Archive, Other), Status (Active, Archived, Deleted) and Tag.
  • Switch between grid and table views.

Folder menu:

Action Result
Rename Changes the folder name
Archive The folder moves to Archived. Its resources move to Unfiled
Restore Brings an archived folder back
Delete folder Deletes the folder permanently. Its resources move to Unfiled
Delete with files Deletes the folder and every file in it from storage. Cannot be undone

Sharing with clients

From the resource:

  1. Open the row menu and choose Share with clients.
  2. Pick the clients (up to 100 at a time) and add an optional note.

From the client:

  1. Open the client and go to the Resources tab.
  2. Click to assign a resource and pick from the list.

Clients find shared resources in the app under Profile > Resources. The client is not sent a notification when a resource is shared, so tell them in Messages.

Only active resources that have finished uploading can be shared.

Editing and deleting

  • Edit changes the title, description, folder, tags and who it is shared with.
  • Delete removes the resource from your active list. It remains visible under Status: Deleted.

Roles

Owners, admins, lead coaches and coaches can add, edit and share resources. Staff can view them.

Common questions

“This file type is not allowed for resources”. The file is a program or script. Zip it or convert it to an allowed type.

My upload failed part-way. Large uploads must finish within 15 minutes. Check the connection and try again.

A client says a video won’t play. Ask them to close and reopen the resource. Links to files are refreshed each time a resource is opened.

Can I create sub-folders? No. Folders are one level. Use tags for finer grouping.