How to Upload and Organize Files

Stop juggling Google Drive, Dropbox, and email attachments. This tutorial walks you through Coach Builder Software's file library, where you store, organize, and share every document you use in your coaching business. In this tutorial, you'll learn how to: 0:00 Use the file library and why files live here first 0:23 Manage files (messages, goals, coaching sessions) 0:41 Create folders and subfolders 1:12 Upload files to a folder 1:35 Download, duplicate, replace, rename, and move files 2:01 Share files across coaching sessions, messages, and goals – GET STARTED – ► Start your free 30-day trial: https://coachbuildersoftware.com – LEARN MORE ABOUT COACH BUILDER SOFTWARE – Coach Builder Software is the all-in-one coaching platform that brings your sessions, notes, scheduling, and client communication into one simple system. Manage less. Coach more. ► Explore: https://coachbuildersoftware.com