Simply.Coach's Library & Templates feature keeps every document, resource, link, and template your practice runs on in one place — ready to share with clients, or standardise across your entire coaching team.
Simply.Coach's Library & Templates feature gives coaches a centralised, searchable repository for all the content their practice runs on — available at any time, from any device.
Store documents, media files, links, templates, and any other resources in one place
Organise your library so the right content is always easy to find
Access your full library from the platform or the Simply.Coach mobile app
Keep proprietary content secure, accessible only to those you explicitly share it with
Share resources with clients — seamlessly.
Every resource in your library can be shared directly with individual clients from their workspace, or sent via message — without switching to email or WhatsApp.
Share documents, links, media, and templates with individual clients in a few clicks
Clients access shared resources from their dedicated workspace, on any device
Clients not logged into the platform receive shared content via email — accessible and downloadable for 7 days, protecting your proprietary material
Standardize and brand content across your entire coaching team.
For multi-coach businesses and enterprise programs, the Library & Templates feature acts as a single source of truth for all coaching resources, so every coach on the team is working from the same material, under the same brand.
Build a business-level content repository that all associate coaches can access
Whitelabel your resources and templates with your business branding
Standardise the resources, templates, and materials used across your practice
Ensure every client receives a consistent, on-brand experience
Don’t start from scratch — start from something that already works.
Simply.Coach includes a growing repository of ready-to-use form templates and coaching tools, built around the most widely used frameworks in professional coaching. Pick one up as-is, customise it to fit your methodology, or use it as a starting point for building something entirely your own. Available templates include:
360 Feedback – Qualitative
360 Feedback
360 Feedback Summary
Coaching Intent
Completion Report
Create Your IDP
Feed Forward
Ideation on Daily Habits
Impact Assessment
Mid-Engagement Review
Reflective Goal Setting
Self Reflections
Leadership Growth Review
Your library connects to every part of the coaching engagement.
Simply.Coach's Library & Templates feature isn't a standalone file store — it's woven into the platform so every resource is always in context and always one step away from the client who needs it.
Library
Coaching Packages
Resources can be mapped into Coaching Packages, so the right content is delivered at the right stage, automatically.
The platform has a lot to offer. I really liked the templates and timelines with built in follow-ups. I liked the all-in-one platform, the client communication aspects, and the notetaking.
Tracey Johnson
Founder & CEO – LeadForward Solutions
I've been using Simply.Coach for a while now, and I must say, it's an absolute game-changer for anyone in the coaching business. What stands out the most for me is how the platform caters to nearly all of my needs. It offers a shared space for collaboration, efficient scheduling tools, customizable templates, and ability to create extensive document library. In my opinion, it offers the best value for money on the market right now.
Verified User
Professional Training and Coaching, on G2.com
There are templates in place that provide a solid foundation, or a starting point AND the structure that houses the templates is also an end user friendly function for creating your own proprietary tools.
Cyndie Flett
Executive & High Performance Coach – Purpose Unlimited
What is Simply.Coach's Library & Templates feature?
Simply.Coach’s Library & Templates feature is a centralised repository where coaches can store, organise, and share documents, media files, links, and templates — with individual clients, with associate coaches across a multi-coach business, or across an enterprise coaching program. Resources can be shared directly from the library to a client’s workspace, via messaging, or automatically through a coaching program structure.
What types of content can I store in Simply.Coach's library?
You can store any type of coaching content in Simply.Coach’s library — documents, PDFs, media files, video links, article links, worksheets, frameworks, and any other templates or materials relevant to your practice. Content is organised and searchable, accessible from the platform or the Simply.Coach mobile app.
Can clients access shared resources if they're not logged into Simply.Coach?
Yes. When you share a resource with a client who is not logged into Simply.Coach, they receive it via email — and the content remains accessible and downloadable for 7 days. This protects your proprietary material while ensuring clients can always access what you’ve shared with them, regardless of whether they’re using the platform actively.
Can I brand resources and templates with my business identity?
Yes. Simply.Coach supports whitelabelling for resources and templates — so every piece of content your clients receive reflects your business branding, not a generic platform. This is particularly valuable for multi-coach businesses and enterprise programs where a consistent, branded client experience is part of the service you offer.
Can I make resources available to all coaches in my business?
Yes. Simply.Coach’s Library & Templates feature includes a business-level content repository that all associate coaches in a multi-coach business or enterprise program can access. This ensures every coach is working from the same standardised materials and every client receives a consistent experience — regardless of which coach they work with.
How do templates work in Simply.Coach?
Templates in Simply.Coach are reusable frameworks — documents, exercises, or any other content — that coaches can apply across multiple client engagements. Templates can be made available to all coaches in a practice for consistent delivery, personalised for individual clients without altering the master version, and mapped into coaching program structures via Journeys for automated delivery at the right stage.
Is content stored in Simply.Coach's library secure?
Yes. Simply.Coach is SOC2, HIPAA, and GDPR compliant — the only coaching management platform with this combination of certifications. All library content, shared resources, and templates are fully encrypted and accessible only to those you explicitly grant access to.
Ready to put your best resources to work for every client?
Start your free 14-day trial and see how Simply.Coach's Library & Templates feature (and the full platform) keeps your coaching content organized, consistent, and always at hand.
