Adding Content to Program Modules

In this article:

• Creating a New Module
• Adding Content to Your Module
  • Creating Content with the Text Editor
  • Embedding Media Directly
  • Attaching Documents, Videos, and Images
• Adding Tasks to a Module
• Adding Forms & Worksheets to a Module
• Adding Protocols to a Module
• Adding Nutrition Plans to a Module
• Adding Quizzes to a Module
• Managing Module Content
• Saving and Previewing Your Module
• Additional Resources for Program Success

Creating a New Module

Modules are the building blocks of your program: each one delivers a focused learning experience or set of resources that moves clients forward on their wellness journey.

1. Go to your program overview page, click the Fast Action Button, and select Add module.
   
    

2. If you have any Module Templates created, you can choose one from the list at this stage. 

   💡 Tip: Module templates are perfect for content you use repeatedly across different programs, like welcome modules, assessment modules, or standard educational content.

   
   
   Otherwise, create a new module and select your module type:
   

   • Content Module (for resources clients view in Practice Better) 
   • Email-Only Module (for content delivered by email)
      
3. Module Overview: 
   
   • Name your module with a clear, descriptive title that tells clients exactly what they'll learn or accomplish.
   • Create a short description so clients understand what the module covers and why it matters.
      
4. Choose when the module should become available:
   
   • Unlock content at a scheduled date: Set a specific release date and time.
   • Allow registered clients to access content at any time: Make the module immediately available upon enrollment (great for welcome or preparation materials).
      

5. If the content is locked, specify your unlock schedule:

   • Fixed-date programs: Select the calendar date when the module releases.
   • Evergreen programs: Choose how many minutes/hours/days/weeks/months after enrollment the module unlocks. You can also customize the release time of day.
   • Self-paced programs: Define which previous modules must be completed before this module unlocks.

   📍 Note: The delivery mode can't be adjusted after the module has been published, so choose carefully based on your program structure.

6. Optionally enable Send a welcome email when module starts to introduce the module content and set expectations. 
   
   • Only available for scheduled modules in Fixed-Date and Evergreen Programs. 
   • This is separate from the Program’s Welcome Email.

Adding Content to Your Module

The content you add becomes the core learning experience for your clients. Practice Better supports multiple content formats to match your teaching style and client preferences.

Creating Content with the Text Editor

The text editor provides familiar formatting tools, including bold, italics, underline, headings, lists, alignment options, and the ability to insert images, audio, video, tables, links, and more. Use the heading dropdown to structure your content with different text hierarchy levels, making it easy for clients to scan and navigate your modules.

Click the Content tab to access the text editor where you can write educational content, explanations, or instructions:

1. Use the formatting toolbar to structure your content with headings, lists, and emphasis.
   
    
2. Click the placeholder button (</>) in the top-left corner to personalize content with your client's first or last name.
   
    
3. Insert images, tables, or links to enhance your written content. More on these formats below.
    

🪄 Tip: You can also use the AI Dictation feature to capture accurate text in real-time by speaking your content rather than typing it.

Embedding Media Directly

Use the text editor toolbar buttons to embed media inline with your written content:

• Image button: Upload JPG or PNG images from your computer that display within the text flow.
  
• Video Embed button: Insert videos from YouTube or Vimeo using the video URL.
  
• Audio button: Embed MP3, MPEG, or M4A audio files for guided meditations, explanations, or exercises.
  

Specific Steps for Video Platforms

YouTube Shorts:

• To insert a video from YouTube Shorts, modify the URL structure. Change youtube.com/shorts/xxxxxx to youtube.com/watch?v=xxxxxx before embedding.

Vimeo Embed Code:

Attaching Documents, Videos, and Images

For larger files or downloadable resources, use the attachment feature:

1. In the Content tab, click the Fast Action Button in the bottom-right corner.
    
2. Select Attach documents, videos, and images.
   
    
3. Choose files from your computer to upload.
    
4. For previewable content (PDFs, Word documents, images, videos), you can prevent clients from downloading by checking the Disable download checkbox.
   
    
5. Optionally, check Disable preview if you want clients to download rather than view inline.
    

⚠️ Important: There is a 400MB file size limit for any file attached to a program. For larger video files, consider uploading to YouTube or Vimeo and using the video embed feature instead.

Adding Tasks to a Module

Tasks keep clients accountable and help them apply what they're learning. Each task becomes part of the client's health record, allowing you to track completion and follow up during sessions.

1. Go to the Tasks tab and click Add task to complete.
   
    
2. Name your task with a clear action (e.g., "Complete your food journal for 3 days" or "Practice the breathing exercise daily").
   
    
3. Describe the task with specific instructions or context in the Additional notes field.
    
4. Set an optional due date to create urgency and structure.
    
5. Enable Send a reminder to complete this task if you want Practice Better to automatically remind clients by email.
    
6. Check This task must be completed in order to complete the module if the task is essential for program progress.
    
7. After saving one Task, you can optionally Add another. 
   

Understanding Task Visibility

Tasks appear in both the program module and the client's Resources section in their Client Portal. All tasks assigned to a module — whether required or optional — become visible to clients when the module unlocks. 

Task due dates and reminders can be set based on calendar dates (for Fixed-Date programs) or a set duration after the module unlocks (for Evergreen and Self-Paced programs). Task reminders automatically stop once clients mark the task as complete.

Adding Forms & Worksheets to a Module

Forms and worksheets help clients reflect, assess, and document their progress throughout the program. Use worksheets for reflective exercises and forms for assessments or data collection to inform your coaching approach. Completed forms become permanent parts of clients' health records.

For Forms & Worksheets:

Before adding forms to modules, create at least one form or worksheet:

• Go to My Practice > Forms.
• Build your form or worksheet with the questions and fields you need.
• Save it to your form library for reuse.

💡 Tip: Did you know you can automate your form creation? Try Practice Better's Automatic Form Builder, or explore the options in our Form Template Library! 

To add a form to your module:

1. Go to the Forms & Worksheets tab.
   
    
2. Click Add form to complete and select a form or worksheet from your existing library.
   
    
3. Check This form must be completed in order to complete the module if the form is required for advancement.
    
4. Click Add to include the form in your module.
    
5. After saving one Form, you can optionally Add another.
   

✅ Forms will be accessible at the same time as their corresponding modules, ensuring clients have everything they need when they're ready to engage with the content.

Adding Protocols to a Module

Protocols allow you to share lifestyle, food, and supplement recommendations that align with each module's focus. These recommendations integrate with your clients' existing protocol tracking.

Before adding protocols to modules, create at least one protocol template:

• Go to My Practice > Protocol Templates.
• Build your protocol with specific recommendations.
• Save it as a template for reuse.

To add a protocol to your module:

1. Go to the Protocols tab in the module editor and click Add Protocol.
   
    
2. Select a protocol from the Protocol template dropdown menu and click Add to include the selected protocol in the module.
   
    
3. After saving one Protocol, you can optionally Add another. 
   
    

✅ Protocols will be published to each program participant based on your module's scheduled release date and time. Once unlocked, clients can view protocols from their Program or by going to My Resources > Protocols in their Client Portal.

Adding Nutrition Plans to a Module

If you've connected That Clean Life to your Practice Better account, you can share recipes, meal plans, collections, and templates directly within your program modules.

Understanding That Clean Life Integration:

• First, create and curate meal plans, recipes, and collections in your That Clean Life portal. 
• Embedded resources are copied, not synced — each participant gets a unique copy for personalized customization.
• Updating Collections requires deleting and re-embedding, which resets any client customizations.
• Clients can use shared recipes to log food entries in their Journal. Learn more.

To add nutrition resources:

1. Go to the Nutrition Plans tab and click Add Nutrition plan.
   
    
2. Select recipes, meal plans, collections, and/or templates from the pop-up and click Next to proceed to permissions.
   
    
3. Choose your sharing preferences:
   
   • Allow edits: Permits clients to customize meal plans or collections for their preferences.
   • Allow exports: Lets clients export recipes, meal plans, or collections as PDFs.
      
4. Click Confirm to add the selected resources to the module.
    
5. After saving one Form, you can optionally Add another.
   
    

📍 Note: Clients need access to the Food & Mood Journal to view nutrient details from nutrition plans. Shared recipes appear in the Shared Recipes tab when clients log journal entries.

Adding Quizzes to a Module

Quizzes help clients retain information, assess their understanding, and stay engaged with your program content. Quiz results give you valuable insights into client comprehension and areas where additional support may be needed.

📍 Note: Quiz features are available on the Plus plan and Team plan.

Before adding quizzes to modules, create at least one quiz:

• Go to My Practice > My Programs > Quizzes tab.
• Build your quiz with questions and answers.
• Save it for use in any program.

To add a quiz to your module:

1. Go to the Quiz tab and click Add quiz to complete.
   
    
2. Select a quiz from the Quiz dropdown menu.
   
    
3. Optionally, check This quiz must be completed in order to complete the module if you want to require completion.
    
4. Click Add to include the quiz in the module.
   
    

💡 Tip: Quizzes work beautifully at the end of educational modules to reinforce learning, or at the beginning to assess baseline knowledge.

Managing Module Content

Reordering Resources

After adding multiple tasks, forms, or protocols to a module, you can adjust their order to create the ideal client experience. Small up and down arrows appear next to each resource — click these to rearrange items within the module.

Editing Published Modules

You can edit module content even after it's been published and clients have enrolled. When you modify a published module:

• Added content appears for enrolled clients: New written content, attachments, forms, quizzes, and tasks will become available to all enrolled participants.
• Deleted items remain for enrolled clients: If you remove forms, quizzes, or tasks from a module, they won't be automatically removed from clients who already have access to them.

Removing Content from Enrolled Clients

If you need to remove forms, quizzes, or tasks from all enrolled clients, follow this process:

For All Program Participants:

1. From the Program Overview page, click the More Options menu (3 dots) to the right of the module and select Duplicate.
2. Click Duplicate.
3. Click the More Options menu (3 dots) to the right of the original module and select Delete.
4. Check the box beside "Delete all forms, tasks, and protocols sent to enrolled clients as part of this module." Click Delete.
5. Edit the title of the duplicate module to remove the word "copy."
6. Click Save > Save and publish.
7. Confirm by clicking the Publish button. 

For Individual Clients:

1. From the Program Overview page, click Enrollments.
2. Click View progress to the right of the enrolled client.
3. Locate the form or task associated with the module and click View.
4. This opens the pending form request in the client record. Click Cancel request and confirm the cancellation.

Copying Content Between Modules

You can duplicate entire modules to reuse content in the same program, duplicate entire programs, or save modules as templates to copy modules to different programs. This saves time when you have similar content across multiple programs or want to repurpose successful module structures.

💡 Tip: When making significant changes to a published module with enrolled clients, consider duplicating the module first and making changes to the copy. This allows you to preview changes before they go live to participants.

Saving and Previewing Your Module

Before making your module available to clients, you'll want to review it from their perspective and decide on its publication status.

Publication Options

When saving a module, you have two choices:

• Save and publish: Makes the module visible to enrolled participants according to your unlock schedule. Published modules appear on both the Client Portal and your Program Registration Page (unless you've hidden modules in registration settings).
   
• Save draft: Keeps the module hidden from clients while you continue working on it. Draft modules don't appear on the Program Overview page or Registration Page, giving you freedom to build content without time pressure.

Understanding Client Visibility

Clients can't see modules while they're in draft status. Once published, the module title appears in their program overview. When the module unlocks (based on your schedule), clients will see a button to access and complete the module content.

💡 Note: Clients will only receive notifications about new modules if you've enabled the module welcome email in the module settings.

Previewing Your Module

To see exactly what clients will experience:

1. From your Program overview page, locate the module you want to preview.
    
2. Click the eye icon to the right of the module name.
   
    
3. Review the content, tasks, forms, and resources as they'll appear to clients.
    
4. Test any embedded videos, links, or downloads to ensure everything works correctly.
    

✅ Previewing helps you catch formatting issues, unclear instructions, or missing elements before clients see them — ensuring a polished, professional experience.

Additional Resources for Program Success

Building effective program content takes more than technical know-how — it requires strategy, planning, and inspiration. Practice Better offers several resources to help you create programs that resonate with clients and drive results:

• Program Templates Library: Explore pre-built program structures designed by successful practitioners across various wellness niches. These templates provide proven frameworks you can customize with your unique expertise, saving hours of planning time while ensuring your program follows best practices for client engagement and completion.
   
• Customizable Email Templates for Programs: Communication is key to program success. Use these professionally written email templates to promote your programs, welcome new participants, encourage engagement, and celebrate client wins. Each template is fully customizable to match your brand voice and program specifics.
   
• Guide to Profitable Programs: Learn the business strategy behind successful wellness programs. This comprehensive guide covers pricing strategies, marketing approaches, content structuring, and client retention tactics that help you create programs that are both transformative for clients and profitable for your practice.

Your module content becomes the vehicle for client transformation. By combining educational materials, actionable tasks, and supportive resources, you create a structured path that guides clients toward their wellness goals. If you need help with content strategy or module design, our support team is available to offer guidance and best practices from successful practitioners.