Share your programs with colleagues, either in your own team account or outside your account, so they can use them with their own clients. This article covers how to generate and manage a sharing access code, what happens when a colleague imports your program, and how program sharing also lets you share protocol templates.
In this article:
Sharing a Program
Program sharing is available on the Professional plan and up, wherever Programs are available.
- Go to My Practice > My Programs.
- Click the More Options button (3 dots) next to the program and select Manage Sharing.
- Review the guidelines presented and enable the Share Access Code toggle.
- Copy the access code and instructions generated at the bottom of the pop-up, and send them to your colleague.
- Click Done to close the pop-up.
Any forms, protocols, or tasks attached to the program (for example, booking page forms or module worksheets) are included automatically. When a colleague imports the program, these get copied into their account as new items.
📍 Note: The same access code can be used by more than one colleague, and it doesn't expire until you disable the sharing toggle. If you update the program after sharing it, those changes carry over automatically since we pull the latest version each time someone imports it with your code.
Unsharing a Program
- Click the More Options button (3 dots) next to the program and select Manage Sharing.
- Disable the Share Access Code toggle.
- Click Done to close the pop-up.
📍Note: Turning sharing off and back on generates a brand new access code each time; the old one stops working. Programs your colleagues have already imported aren't affected either way, since each import is a snapshot saved to their own account.
Importing a Shared Program
If you received a program access code, here's how to import it into your account on the Professional plan and up.
- Go to My Practice > My Programs.
- Click Create From Template at the top of the programs list.
- On the Templates page, click Unlock Template.
- In the pop-up, enter the access code you received, and click Submit.
- You'll see the program in the Unlocked Templates section of your page. Click either Add to add the program to your account right away, or View to review its contents before adding it.
- If applicable, choose a delivery mode, Fixed-Date, Self-Paced or Evergreen, and set a start date and duration for the new program. Then click Add template.
- From the success confirmation pop-up, you can click Edit to start customizing your program right away, or navigate to View my programs.
- Click Done to close the pop-up and remain on the Practice Better Templates library page.
Programs imported this way can't be shared further; the Manage Sharing option won't be available for them.
💡 Give any imported program a thorough review before enrolling clients, to make sure it matches your practice's settings.
Sharing Protocol Templates with Colleagues
Protocol templates don't have a standalone sharing option. If you'd like to share one with a colleague, attach it to a program, then share that program using the steps above. Your colleague's import will automatically include the protocol.
Learn more about Adding Protocols to a Program Module →