When you work with clients, you may choose to provide specific coaching resources as needed for your client. You can do that by using the "Customize" feature on the Members page for that group.
Here's how you can do this:
Step 1. Click the My Groups tab, then click the Create New Group button.
Step 2. Under the Basics tab, enter the name of the group. Select the Group Type, and how long the group will run (or how long your coaching agreement is with your client).
If this is for a private client, tick the box for "Private Group". Then click the Next button at the bottom.
Step 3. Under the Course tab, you can either just click the Next or Skip button.
Step 4. Under Modules, choose how often the modules should be delivered by clicking the dropdown menu for options. Then choose the release date of the first module. Then click the Next button. Even though you don't have any course modules, you might still choose to share a resource with clients in this group.
You can click the Skip button for the rest of the steps for Branding, and Check-ins. Please note that you can edit the settings for your branding and check-ins at any time.
Step 5. Then give your client access to the group by clicking the Copy Link button for the "Client Link".
Step 6. Once your client has joined the group, you can proceed with this step. Click on the Members icon.
Step 7. Click the Customize button for that client.
Step 8. Select the modules you want your client to access from the Available modules on the left side, then click the arrow pointing towards the right.
Step 9. The modules you selected on the left will now be added to the Chosen modules on the right side. Make sure to click the Save button.
Step 10. Click on the My Groups tab.
Step 11. Under the Delivery tab, click on the Pages dropdown for the group for your client. Then click on Module Release.
Step 12. You will see the Custom Module Release for this group, or in this case, for your client. Click the arrow before your client's name to extend the schedule.
Step 13. You will notice that the Date to publish for each module has been set, but you can always change this. Under "Last email sent", you'll also notice that the modules have never been sent unless you chose today's date or a previous date.
**Note: When you add a new module for your client and save the customized content, the release dates get deleted since the "Genie" doesn't know when you want to release these modules (that's why you chose custom, right?) So you need to add the dates by going to the Module release schedule and clicking "Today" for every module to make sure your client has access to all the modules.
Relevant Articles:
How to share a module with my clients?
What does "Custom" mean under Module Release?
How do I use a Module Release page?