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Add and organize education videos

Your community's education library (the Playbook) is organized into folders with tags, so members can find the right training fast. Here's how to add a video and file it where people will look.

Add a video

  1. Open the Admin Panel and go to Education (Playbook).
  2. Click Add video.
  3. Paste the video source — a Vimeo, YouTube, or Google Drive link.
  4. Give it a title and a description.
  5. Save.

File it so members can find it

  1. Assign the video to one or more folders (e.g. Playbooks, Rental Pulse, Tutorials) — a video can live in several.
  2. Add tags for the topics it covers. Members filter by these within a folder.
  3. If your community uses market centers, tag the video to the relevant center(s) so only those members see it. Leave it untagged to show everywhere.

Let agents share it with clients

Some videos are safe for agents to send to clients. When you mark a video as shareable, members get a share button on it — and anything they send stays branded to them. Leave it off for internal-only training.

Manage folders

Use Education → Folders to create, rename, reorder (drag-and-drop), and set which folders are shareable. The folder order here is the order members see.

Troubleshooting

The video won't play for members

Check the source link's privacy settings. A Vimeo/YouTube video set to "private" or a Google Drive file that isn't shared won't play — set it to unlisted/link-viewable.

Members can't find a video

Confirm it's in a folder (an unfiled video is hard to reach) and, if you use market centers, that it's tagged to the centers those members belong to — or left untagged.