What happens when I send a resource to a client?

When you send a resource to a client, they receive access to it through their own Psychology Tools account.

Step 1: Client receives an invitation

If your client has not yet created an account, they will receive an email invitation.

• The email will prompt them to create their account.
• Once set up, they can log in at any time.

If your client already has an account, they can access the resource the next time they log in.

Step 2: Client accesses the resource

When you send a digital resource:

• The client receives access to the resource in their account.
• They can log in on their computer or mobile device.
• They can read, listen to, or complete the resource.

Step 3: Client completes the resource

If the resource includes interactive elements:

• The client can enter their responses directly.
• Their progress may be saved as they go.
• When they click Submit, the resource is marked as complete.

Step 4: You can review their work

Once the client submits the resource:

• You can view their responses in your account.
• You can access this from the Clients page under Completed resources.
• You can export the completed work as a PDF if needed.

Important

• Clients can only access resources that you have shared with them.
• Digital resources are completed within the platform.
• PDF resources are not saved within the platform if completed offline.