Adding Content to a Module

Adding content to your program doesn’t require you to be tech-savvy but it can still be impressive! Set up your intro emails (optional for each module), create or upload your content (including PDFs, video, audio, or images), add tasks & worksheets or quizzes and you’re ready to go!

Keep reading for a detailed outline of each of these steps.

• Add a Module
• Adding a Module from a Template
• Adding Content to a Module
• Adding Tasks
• Adding Forms & Worksheets to a Module
• Adding Protocols to a Module
• Saving a Module

Add a Module

Within your program select Add module from the Fast Action Button in the bottom-right corner of your screen to add a new module.

If you've created module templates then you will be able to select one when creating a new module but if you wish to start from scratch you will select Create new.

Learn more about working with module templates.

When creating a new module from scratch you will be able to choose between a Content Module and an Email-Only Module. If you wish to add content/resources for your client to view within Practice Better then you will need to select Content Module.

1) Name your module

2) Create a short description of your module so clients know what the module is about.

3) Select if the content is locked until a scheduled date or if it’s available to access once the participant has registered. This option cannot be adjusted after the module has been published.

Use the "Allow registered clients to access content at any time" option if you want to make the module available before the official program start date. This is a great option if you need to provide clients with prep/introductory program materials.

4) If the content is locked, specify when you’d like it to be unlocked and available to participants.

For Evergreen programs, you can customize the time of day when the modules should be released. This option is available when scheduling modules to be released after X days/weeks/months: 

For Self-Paced Programs, you can customize what modules need to be completed first in order for this new module to be unlocked for clients.

We use the time zone of your client if available, otherwise, your module will be released at the time specified in your time zone.

5) Optionally include a welcome email to introduce the module.

Adding a Module from a Template

If you have existing module templates, you can add them to any program of your choice. Simply click on the Fast Action button and click Add module. From there, select or search for the desired template from your list of module templates, make any required adjustments, and save your changes.

Learn more about working with module templates.

Adding Content to a Module

The content you add to each module will be the backbone of your program. You can add pre-recorded videos and audio clips as well as documents and images to complete your content.  You can add content to your module by simply uploading existing content from your computer and/or you can create your content in Practice Better using our Text Editor.

Personalizing Content in the Text Editor

You can include placeholders for your client's first and last name in your module Text Editor. Click on the placeholder button in the top-left corner of the editor to insert placeholders into your content body.

** When previewing your modules, you'll see your name wherever placeholders have been added. **

Attaching videos, audio, and documents to your module

In the Content tab of your module attach supporting external documents by clicking on the Fast Action Button in the bottom right corner. Click Attach documents, videos, and images to select files from your computer:

For previewable content (e.g. PDFs, Word documents, images, and videos) you can prevent clients from saving content to their hard drive by checking the Disable download checkbox:

Please note there is a 400MB file size limit for any file being attached to a program.

Embedding Images, Audio, or Video

We also provide the option to embed images or audio files from your computer and videos from YouTube/Vimeo directly into the Text Editor by using the Image, Audio or Video Embed buttons on the Text Editor toolbar:

Adding Tasks

Adding tasks to your module is a great way to keep clients on track, keep them accountable, and help them (and you!) track their progress.

1. Go to the Tasks tab and click on Add task to complete
2. Name and describe your task.
3. Set an optional due date or reminder for your task. You can also make this task mandatory in order for your client to complete its module.
4. Tasks will be accessible at the same time as their corresponding modules.

Adding Forms & Worksheets to a Module

Forms are available for modules unlocked during the course of a program's duration. You can add forms and worksheets to complete by following these steps:

1. Go to the Forms & Worksheets tab
2. Click Add form to complete and select a form or worksheet from the list of forms you’ve created. You can also make this form mandatory in order for your client to complete its module.
3. Forms will be accessible at the same time as their corresponding modules.

Adding Protocols to a Module

You can include protocols within modules to provide lifestyle, food, and supplement recommendations to your clients. You'll first need to set up one or more protocol templates from your My Practice > Protocol Templates page (learn more about using Protocol Templates).

Once you've set up your templates, you can easily add them to your module:

1. Go to the Protocols tab and click on Add Protocol
2. Select a protocol from the Protocol template dropdown menu
3. Click on the Add button to add the selected template to the module

Protocols will be published to each program participant based on your module’s scheduled release date and time. 

Once a module has been unlocked, your clients can view their protocols from the Client Portal by navigating to their program or by going to My Resources >Protocols.

Adding Quizzes to a Module

If you are on the Plus or Team plan you can create quizzes for clients to complete within your modules. You'll first need to set up at least one quiz by going to My Practice > My Programs and clicking the Quizzes tab.

Once you've set up your templates, you can easily add them to your module:

1. Go to the Quiz tab and click on Add quiz to complete
2. Select a Quiz from the Quiz dropdown menu and optionally select the This quiz must be completed in order to complete the module.
3. Click on the Add button to add the selected quiz to the module.

Saving a Module

When saving a module, you can choose to Save and publish your module so it will be available to enrolled participants or you can Save draft. Saving your module as a draft is a great option if you’re not yet ready to share a module with participants.

Draft modules are not visible to your clients from their Program Overview page or your Program Registration Page.