The Resources app is a shared library for things every client benefits from: a brand-guidelines template, onboarding guide, how-to videos, a link to your booking page.

Adding a resource

• A title, and an optional description.
• An optional category to group related items (for example "Onboarding").
• Either a link or an uploaded file.
• Internal only keeps it in your own library, hidden from clients.

• Reorder resources with the up and down arrows.
• Clients find them under Resources in their portal. The same library is shown to every client of your agency.
• Resources are different from Files, which belong to one client's projects.