Pro Tip: Build a Resource Library That Actually Saves You Time

Remember the last time you typed out a detailed explanation about nutrition timing at 9 PM, knowing you'd probably write the same thing again tomorrow? Let's fix that with a strategic approach to building your coaching resource library.

What It Is:

A two-tiered digital library system in CoachRx that combines universal coaching resources with client-specific documentation. Think of it as your coaching knowledge base that works 24/7 so you don't have to.

How to Use It:

Set Up Universal Resources (Index Section)

    1. Navigate to the Index > Documents section

    2. Upload documents for common topics:

      1. Exercise technique guides

      2. Nutrition fundamentals

      3. Assessment protocols

      4. Lifestyle guidelines

      5. Tempo training explanations

      6. Upload documents that benefit all clients

Create Client-Specific Resources (Client Calendar)

    1. Access individual client calendars

    2. Use the Notes and Documents section

    3. Upload personalized content like:

      1. Individual assessment results

      2. Specific nutrition protocols

      3. Custom deload guidelines

      4. Choose to show or hide documents from clients

Why It Matters:

This system transforms your coaching practice by:

  • Eliminating repetitive explanations

  • Focusing client conversations on progress rather than basics

  • Providing clients 24/7 access to important information

  • Creating a more professional coaching experience

  • Saving hours of typing the same responses

  • Ensuring consistent education across your client base




Need help setting this up? Book a 1:1 call with our team and we'll help you create your perfect workflow.

Want to dive deeper? Watch this week's 10 Minute Tips video for a detailed walkthrough of these features in action.

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