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How to use Resources in CoachNexa

Build a library of workbooks, guides and links — and share them with clients in one click.

⏱ About 4 min · Updated 25 Sep 2026

Here is how Resources works in CoachNexa, step by step.

  1. Open Resources

    Click Resources in the sidebar. You'll see your library, searchable by name.

  2. Add a resource

    Click + Add Resource (or + Add your first resource). Give it a title (e.g. "Goal-Setting Workbook"), then upload a file or paste a link.

  3. Organise your library

    Use clear titles and categories so resources are easy to find as your library grows.

  4. Share with a client

    Click Share on any resource and choose which clients (or groups) get access. It appears in their portal immediately.

  5. Track what's shared

    Each resource shows who it's shared with, so you always know which clients have which materials.

  6. Update once, everywhere

    Replace a file and every client with access sees the latest version — no need to re-send.

  7. What your client sees — Client sees shared resources in the portal

    Shared resources appear on the client's Resources page with your titles and descriptions.

  8. What your client sees — Client downloads or opens them

    The client downloads files or opens links directly from their portal, any time — no email hunting required.

Tip: Build a reusable core library (welcome pack, key workbooks) you share with every new client. Tip: Link resources inside Session Notes and Assignments so clients find them in context. Heads-up: Unsharing a resource removes the client's access immediately, even if they haven't opened it yet.

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