Worksheet Templates

Templates are your collection of stock worksheets that are common to your style/methodology/programs.  Your account comes pre-loaded with templates which serve as examples of how your might do your own.  You’re welcome to use those in your coaching, modify them to better suit your style, or delete them outright and create new ones from scratch.

To access your Worksheet Templates, navigate to Library >> Worksheet Templates. Here you'll see your current Templates. 

Select + Worksheet Template to create a new Template:
Towards the bottom of the window you'll see an option to allow your clients to fill out the worksheet on their own, without first assigning it to them.  

If you are using Team Edition, you'll also see the option to share the template with other coaches.

Icons on the bottom right allow you to print, email, clone, and delete the Template. Hit Save when you're finished and your Worksheet Template is ready to be assigned.

Worksheet Template Folders

To put a template into a folder, simply drag and drop the template into the folder. Drag and drop a template into the Up bar to move it out of a folder.  Note: if you leave the folder empty and refresh, the system will remove it by design.

To rename a folder, simply double click the folder's name, which appears next to "Home."

You can view the templates and folders either as thumbnails or in a tree view. Click the icon next to the +Folder button to toggle between views.

Deleting Template Folders

To delete a folder, remove all the items from that folder, then refresh the page. The empty folder will be deleted.