Your resource library

The Resources library is where you keep your session materials — handouts, activities, assessments and the like — so they’re easy to find and attach to appointments.

Adding and organising

Add a resource with a name, description, type, category, tags, an optional file attachment, and notes. Search by name, description or tag, and filter by type, category or tag, then sort by name, type or date. When something is no longer needed, archive it to hide it from the library without deleting its history.

Where a resource is used

Open a resource to see the upcoming appointments it’s linked to — handy for checking what you’ll need for the week ahead. Each links through to that day in the calendar.

Note

Attach resources to a session when you book it (see Booking appointments); they then show on the appointment and in your Today view so you’re prepared.