Programs & Spaces

Create, configure, and manage your programs and spaces.

13 articles

Add links to your sidebar

Add external links to your program sidebar so participants can access outside resources, tools, and websites without leaving your space.

beginner how to

Create from the + menu

Use the + menu in upcoach to create programs, categories, activities, events, messages, and posts from anywhere — with keyboard shortcuts.

beginner how to

Customize your program's appearance and branding

Set a cover image, welcome message, icon, subtitle, and URL for your upcoach program space.

beginner how to

Customize your program space

Customize your upcoach program space with a name, cover image, welcome message, apps, and onboarding.

beginner how to

Organize your sidebar with folders and categories

Group programs into categories and organize apps into folders to keep your upcoach sidebar clean and easy to navigate.

beginner how to

Set up your program onboarding flow

Build a multi-step onboarding flow so new participants complete key actions before entering your program.

beginner how to

Understand program types

Learn about upcoach program types and how they help you launch structured programs faster.

beginner reference

Use the Spaces dashboard

Find, filter, and act on every program in your upcoach organization from the Spaces dashboard in the Admin Area.

beginner how to

Use the program setup checklist

Use the setup checklist to review, customize, and publish a new program in upcoach — step by step from the bottom-right corner of your space.

beginner how to

Duplicate a program as a template

Duplicate a program, space, or course to reuse it as a template for another cohort, with a new name and fresh dates.

intermediate how to

Delete a program

Delete a program, space, or course from the Spaces dashboard. Unpublish it when you want to keep the content.

beginner how to

Reuse a program as a template

Reuse a program, space, or course as a template by duplicating it, or reuse single activities from the activity library.

beginner how to

Set a start and end date for a program

Set a start and end date on a program, space, or course. The end date is informational and does not remove access.

beginner how to

Can't find what you're looking for?

Our team is here to help. Reach out and we'll get back to you quickly.