How do I attach files to a client's profile?
Share vault files and collections from a client's Vault tab so documents, videos, and links appear in their app.
Files reach a client through the Vault. Every client profile has a Vault tab showing everything that client can open, and you add to it from there — there's no separate attachments area.
Anything you want to share has to be in your vault library first. Nothing in the Vault is visible to a client until you share it.
Add a file to your library
- Open Vault resources → Add resource.
- Choose the kind of resource. Upload FileAdd Link
- Enter a Resource name — up to 300 characters — and optionally add tags and a cover photo.
- Upload the file, or enter the full URL including
http://orhttps://. - Click Upload File or Add Link.
Accepted file types are images, videos, audio, PDFs, Word, Excel, PowerPoint, text, CSV, RTF, and ZIP.
Share files from a client's Vault tab
- Open the client's profile and go to their Vault tab. It's split into Collections and Files.
- Click Add files under Files for individual resources, or Add under Collections for a whole collection.
- Use the filter chips to narrow the picker — All / Documents / Media / Links for files, All / Recipes / Workouts / Resources for collections. Items already shared carry a Shared badge.
- Tick items on or off. The footer counts additions and removals together.
- Click Save changes.
Where the client sees shared files
Shared files appear on the client's Files page, reached from the card at the top of their Vault tab in the client app. Sharing a collection gives them access to everything inside it, so you don't need to share the individual items as well.
You can preview a shared collection's contents from its card on the client's Vault tab with Preview contents, or jump to the collection editor with Open in vault.
Remove a file from a client
On the client's Vault tab, use the remove action on an individual file's row or a collection's card and confirm. The item disappears from that client's app and stays in your library.
Things to watch out for
If the client's Vault feature toggle is off, the vault tab is hidden in their app and shared files have nowhere to appear. Check Settings → Feature Control on their profile.
Empty collections can't be selected in the picker, so add at least one item to a collection before sharing it.
Deleting a resource from your library removes it from every client's Files page, but a collection that already contains it can still show it — remove it from the collection's section too.