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Any file you upload to your Practice library is private by default. When you decide to share certain files with your clients, you can easily do so by dropping it into their client portal or sharing in an email.
Easily remember what’s been shared, and with whom. Never doubt if you’ve provided your clients with access to one of your resources. You can even re-share the same file with multiple clients.
Easily remember what’s been shared, and with whom. Never doubt if you’ve provided your clients with access to one of your resources. You can even re-share the same file with multiple clients.
Whether it’s a video walkthrough, a coaching contract template or a Youtube link that you reference often, you can house all them in your Practice library.
Skip that awkward moment when your clients can see four other people looking at the document you just sent them. Only you can see what’s been shared with whom.
Since Practice is a fully integrated platform, you can automatically schedule resources to be sent after a particular event has occurred.
Practice supports the upload of any files you need to help run your business. This can be anything from coaching contracts, to PDF resources, or even videos.
While you can upload an unlimited number of files, there is a 100 MB limit on the file size that Practice supports today.
Absolutely! Combine any of your library resources into one folder in Practice that can be easily shared directly with the client in the platform and over email.
All uploaded files and resources begin as internal and can be shared with one or many clients. This means you can keep all internal resources, like training materials for your team, and client-facing resources, like assessments, all in one place for you to easily distribute as needed.
While all files in Practice can be directly emailed to your clients, they can also access anything they have uploaded alongside everything that's been shared with them directly in their client portal too!
