Integrating a Smart Documents Block into your upcoach agendas elevates the structure and interaction of your coaching sessions. This guide walks you through the simple steps to embed this feature, enhancing the organization and effectiveness of each session. Learn how to seamlessly incorporate Smart Documents into your agendas for a more dynamic and client-engaging experience.
Adding to an Agenda Template
Navigate to Admin Area:
Access the Admin area in upcoach.
Access Agendas:
Click on the 'Agendas' link under the 'Program Assets' section in the sidebar.
Select or Create Agenda:
Choose an existing agenda to edit, or create a new one, to access the agenda editor.
Add the Smart Documents Block:
In the editor, drag-and-drop the Smart Documents Block from the sidebar into the agenda.
Hit the 'Save' button at the top right corner to confirm the addition.
Video Guide - Click here to see how to add a smart documents block to your agenda template
Video Guide - Click here to see how to add a smart documents block to your agenda template
Adding to an Individual Agenda
Go to Your Agenda:
Open the agenda you wish to edit.
Edit Agenda:
Click the edit icon next to the agenda title to enter the editing mode.
Add Smart Documents Block:
Drag-and-drop the Tasks Block into your agenda.
Save your changes by clicking the 'Save' button at the top right corner.
Video Guide - Click here to see how to add a smart documents block to your agenda
Video Guide - Click here to see how to add a smart documents block to your agenda
It's important to remember that only one Tasks Block is allowed per agenda. This limitation helps maintain clarity and focus in each agenda.