Skip to main content

How to add content links to a client profile

Add links like Google Docs, Sheets, Notion pages, or Canva files to your client’s Content tab

Noah Cracknell avatar
Written by Noah Cracknell
Updated over 3 weeks ago

Follow these steps…

  1. Open the client profile from your Clients tab.

  2. In the Content section, click Add content (or Edit content → Add more content if the client already has content).

  3. Copy the shareable link from your tool (Google, Notion, Canva, etc.) and paste it into the Link field.

  4. Add a name (e.g., “Nutrition Guide” or “Joe’s Meal Plan”).

  5. Click Save — the link will appear in the client’s app automatically.

💡 Always make sure your link is set to “Anyone with the link can view” so your client can access it without needing permission.

Did this answer your question?