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Share guides and videos

Resources are PDFs and videos your clients can open from their portal. Use them for welcome videos, onboarding guides, nutrition handouts, travel guides, or any reference material you want clients to find without digging through messages.

Resources page showing the YGCoaching-Handbook PDF and a pull-up guidance video shared with everyone

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.

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 portal, so write it the same way you would explain the resource in a message.

Good examples:

  • Start here before your first check-in
  • Nutrition guide for travel weeks
  • Welcome-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.

What clients see​

Clients find resources on the Plans tab, below their meal and workout plans, in a section called Guides & videos from your coach.

Client Plans tab showing Guides & videos from your coach with the YGCoaching-Handbook PDF and a pull-up guidance video

PDFs have View and Download buttons. Videos open inside the portal 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 portals. 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.