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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 yesterday

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.

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