This article covers documents on the client profile. Looking for how notes work? Notes now have their own guide covering the difference between day notes and workout notes and where each one shows up: Notes: Day Notes and Workout Notes.

Alongside notes, your coaching platform lets you attach client-specific documents in the documents section. This is where you keep files that relate to a client's coaching journey, such as assessment results, program templates, nutrition guides, mobility protocols, intake forms, or any other resource tied to their plan.

To add a document, give it a name and a short description, then upload the file. You can toggle whether each document is visible to the client, so you stay in control of what is shared and what stays internal.

If you make a document visible, your client can open it in their CoachRx app under the documents section. This gives them a convenient way to retrieve important files, which supports client education and keeps everyone working from the same reference. If you keep a document private, it stays an internal coaching resource that only you and other coaches can see.

Questions about documents or notes? Reach out to coachrxsupport@opexfit.com.