Share guides and videos
Resources are PDFs and videos your clients can open from their client app. Use them for welcome videos, onboarding guides, nutrition handouts, travel guides, or any reference material you want clients to find without digging through messages.
The goal is simple: upload the guide once, choose who should see it, and let clients find it from the same place they already check their plans.
Videos from Assistant Coach team
Assistant Coach comes with ready-made videos from our team, in Resources. Send the short how-tos to a client when they're stuck on the app, and watch the walkthroughs yourself when you set something up for the first time. Here's one of the client videos, on logging a meal by its ingredients:
Open Resources in the sidebar. Videos from Assistant Coach team sits below your own guides and demo videos, or first if you haven't added any yet.
- How-to videos to send your clients: short videos made for clients: logging a meal by its ingredients, adding a photo to a workout, a tour of the client app, and adding the app to an iPhone or Android Home Screen.
- Product walkthroughs for you: step-by-step videos for setting up meal plans, workout programs, check-ins and more.
Click any video to watch it right here, without going to YouTube. We add new videos as we make them.
When to send which video
- On a client's first day: the client app tour, so they know where everything lives. Send the Home Screen video for their phone too (iPhone or Android), so the app opens like any other app on their phone.
- When their first meals come in: the meal logging video, if they're logging whole dishes or leaving out oil and sauces. Meals logged by ingredients give you numbers you can actually coach from.
- When they start training with you: the workout photo video, so they know how to add a photo to a finished workout.
A video works best with one small thing to try. For example: "Watch this before dinner, then log tonight's meal by its ingredients, oil included." Then check their next entry.
Send a video to clients
- Click Send under a client video.
- Tick the clients who need it, or choose All current and future clients.
- Click Send to 2 clients (the button counts the clients you ticked), or Send to all clients.
The video appears in Resources in their client app, marked New until they play it. Clients get a bell notification; anyone who already had the video doesn't get another. If you chose everyone, clients who join later find it there too, without a notification.
See who has a video, or take it back
Under each client video you'll see who has it: Not shared yet, Shared with 2 clients or Shared with everyone. Click it to see the list. Clients who have the video are ticked, with the date they got it. Untick someone and click Save to remove it from their app.
Send something to one client
Open the client's page, go to their Resources tab and click Add resource. Pick one of our videos or one of your own guides, then click Send to [client name]. Nobody else's access changes. If what you need isn't there yet, choose Upload a new file instead.
To take something back from that client, open its ⋯ menu and choose Unshare from [client name].
Share by message instead
Prefer to send a link on WhatsApp or by email? Open the video's ⋯ menu and choose Copy link.
Add a resource
Open Resources from the coach sidebar, then click Add resource.
You can upload:
- PDFs up to 25 MB
- MP4 videos up to 500 MB
Give the resource a clear title and an optional short note. The note appears in the client app, so write it the same way you would explain the resource in a message.
Good examples:
Start here before your first check-inNutrition guide for travel weeksWelcome-back video
Videos are optimized before upload when your browser can safely shrink them. If optimization is not available, Assistant Coach uploads the original MP4 as long as it is within the size limit.
Choose who can see it
When you upload, choose one of two sharing options:
- Selected clients — only the clients you pick can see it.
- All current and future clients — everyone in your active client list can see it now, and new clients will see it automatically.
You can also open a single client dashboard, go to Resources, and upload or assign a resource just for that client.
Replace an outdated file
You can update a PDF or video without deleting the resource and sharing it again.
- Open Resources and click the pencil beside the resource name.
- Under File, click Replace file….
- Choose a new file of the same type, then click Replace file.
The resource keeps its name, client note, and sharing. Clients see the new version the next time they open it.
You can replace a PDF with another PDF, or a video with another video. The old file cannot be restored after replacement, so Assistant Coach shows both the current resource and the new filename before you confirm.
If an upload is interrupted before the replacement finishes, the current file remains available. Reconnect and try again.
What clients see
Clients find resources on the Resources tab, in Guides & videos from your coach. A green dot on the tab and a New label show what they have not opened. Watching a video, viewing a PDF, or downloading it clears its New label. Opening the tab alone does not.
PDFs have View and Download buttons. Videos open inside the client app with normal video controls. Clients stay in Assistant Coach instead of being sent to a separate storage link or browser tab.
Removing access
Removing a resource from the Resources page removes it from client apps. If a resource was shared with selected clients, you can unshare it from an individual client dashboard without deleting the resource for everyone else.
Common ways to use resources
- Share a welcome PDF with every new client.
- Add a short welcome video for onboarding.
- Give selected clients a nutrition guide for a specific phase.
- Keep travel, supplement, or check-in instructions in one place clients can find again.