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Using the Lesson Editor

How to format lesson content, insert a hyperlink, add media such as images and video, and embed external content such as YouTube videos or Loom.

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Using the Toolbar

The lesson toolbar allows you to add a variety of content to your lessons and format it clearly. At the top of the lesson editor, the toolbar provides options for headings, paragraphs, text alignment, bullet points, and text styling such as bold, italics, and color.

You can also use the toolbar to insert images, videos, and PDFs directly into your lesson, as well as additional elements such as emojis and horizontal lines. There is also a code editor if you need to embed external content, such as YouTube or Loom videos.

Formatting Text

⚠️ PASTING FROM OTHER SOURCES

If you copy content from a source such as Word or Google Docs, it will also copy across the underlying HTML and formatting. This can cause issues in the lesson editor, including text not displaying correctly or becoming difficult to edit.

To avoid this, paste your content as plain text:

  • Right-click and select Paste as plain text, or

  • On Windows: press Ctrl + Shift + V

  • On Mac: press Command + Shift + VV

🎨 TEXT STYLING OPTIONS

Use the toolbar to apply basic text formatting such as bold, italic, and underline.

For additional formatting options, including font size, font family, color, highlight, superscript, and subscript, select the More Text icon (A) to expand the full set of text styling options.

ALIGNMENT, HEADINGS AND BULLETS

Use the toolbar to apply text alignment such as left align and center align.

To apply heading styles or switch between paragraph formats, use the Paragraph Format dropdown (¶).

For additional options, select the More Paragraph menu (¶⋮) to access right align, justify, numbered and bullet lists, line height, indent controls, and quotes.

Here is what the dropdown for the text editor looks like:

Inserting Hyperlinks

🔗 INSERT A LINK

To insert a URL/hyperlink into your lesson, highlight the text you want to link, then select the link icon and enter the URL.

Insert Images and Video

🖼️ INSERT IMAGES

To insert an image into your lesson, select the Image icon. You can upload an image (by dragging and dropping or clicking to upload), add one by URL, or select an image from your library.

Once added, click on the image to view additional options. From here, you can replace, align, or remove the image, insert a link, adjust how it is displayed, apply styles such as rounded corners or shadows, add alternative text, and resize the image.

To resize an image, you can set the width in pixels or as a percentage. We recommend using a fixed width (e.g. 400px) for consistent display, or setting the width to 100% and leaving the height on auto to maintain proportions.

▶️ INSERT OR EMBED VIDEOS

To insert or upload a video into your lesson, select the Video icon.

To embed a video from another platform, such as YouTube, Vimeo, or Loom, first open the video on that platform and select Share > Embed > Copy Code.

In the Coach Catalyst lesson editor, click on the Video icon, select the Embedded Code option, and paste in the embed code from the other platform.

Inserting PDFs and Other Elements

📄INSERT A PDF

To add a PDF into your lesson, select the More Rich menu (+⋮), choose Upload File, then drag and drop your file or click to browse.

PDFs can also be stored in resource folders or added to a client’s personal vault for reuse.

😊 ADD OTHER ELEMENTS

To insert additional elements such as emojis to help structure your lesson content, select the More Rich menu (+⋮) and choose Emoticons, Special Characters or Horizontal Line.

🔊 ADD AUDIO PLAYER

To add an audio player to your lesson, click on the ellipsis menu (⋮) in the top right corner of the lesson toolbar, and select Code icon (<>). This will switch the editor to code view.

Paste in the audio player code and replace the URL with your own audio link. Once added, click on the Code icon (<>) again to return to the normal editor view.

<audio controls>
<source src="https://thisismyfile.com/coaching.mp3" type="audio/mpeg">
</audio>

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